Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionWhalerock Point Partners, Llc
Latest Disclosed Ownership1,776 shares
Latest Disclosed Value $ 331,277
Whalerock Point Partners, Llc ownership in SPG / Simon Property Group, Inc.

On May 15, 2026 - Whalerock Point Partners, Llc filed a 13F-HR form disclosing ownership of 1,776 shares of Simon Property Group, Inc. (MX:SPG) valued at $331,277 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,776 shares of Simon Property Group, Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F Simon Property Group COM 828806109 1,776 0 0.00 331 0.91 0.0639
2026-02-13 2025-12-31 13F Simon Property Group COM 828806109 1,776 0 0.00 329 -1.50 0.0625
2025-11-12 2025-09-30 13F Simon Property Group COM 828806109 1,776 0 0.00 333 16.84 0.0677
2025-08-13 2025-06-30 13F Simon Property Group COM 828806109 1,776 0 0.00 286 -3.06 0.0617
2025-05-15 2025-03-31 13F Simon Property Group COM 828806109 1,776 0 0.00 295 -3.61 0.0700
2025-02-14 2024-12-31 13F Simon Property Group COM 828806109 1,776 0 0.00 306 1.67 0.0711
2024-11-13 2024-09-30 13F Simon Property Group COM 828806109 1,776 0 0.00 300 11.52 0.0714
2024-08-13 2024-06-30 13F Simon Property Group COM 828806109 1,776 0 0.00 270 -2.89 0.0721
2024-05-15 2024-03-31 13F Simon Property Group COM 828806109 1,776 0 0.00 278 9.49 0.0758
2024-02-14 2023-12-31 13F/A-1 Simon Property Group COM 828806109 1,776 -389 -17.97 253 8.58 0.0783
2024-02-14 2023-12-31 13F Simon Property Group COM 828806109 1,776 -389 253 0.0783
2023-11-14 2023-09-30 13F Simon Property Group COM 828806109 2,165 0 0.00 234 -6.80 0.0810
2023-08-14 2023-06-30 13F Simon Property Group COM 828806109 2,165 46 2.17 250 5.49 0.0848
2023-05-10 2023-03-31 13F Simon Property Group COM 828806109 2,119 0 0.00 237 -4.44 0.0882
2023-02-14 2022-12-31 13F Simon Property Group COM 828806109 2,119 2,119 249 0.1012
2022-11-16 2022-09-30 13F/A-1 Simon Property Group COM 828806109 0 -2,119 -100.00 0 0.0000
2022-11-15 2022-09-30 13F Simon Property Group COM 828806109 0 0
2022-08-12 2022-06-30 13F Simon Property Group COM 828806109 2,119 0 0.00 0 -100.00 0.0850
2022-05-16 2022-03-31 13F Simon Property Group COM 828806109 2,119 0 0.00 279 -17.75 0.0988
2022-02-15 2021-12-31 13F Simon Property Group COM 828806109 2,119 0 0.00 339 0.1160
2021-11-12 2021-09-30 13F Simon Property Group COM 828806109 2,119 0 0.00 0 -100.00 0.1065
2021-08-10 2021-06-30 13F Simon Property Group COM 828806109 2,119 0 0.00 276 14.52 0.1063
2021-05-13 2021-03-31 13F Simon Property Group COM 828806109 2,119 2,119 241 0.1060
2020-05-15 2020-03-31 13F Simon Property Group COM 828806109 0 -1,549 -100.00 0 -100.00
2020-02-12 2019-12-31 13F Simon Property Group COM 828806109 1,549 0 0.00 231 -4.15 0.1228
2019-11-12 2019-09-30 13F Simon Property Group COM 828806109 1,549 0 0.00 241 -2.43 0.1299
2019-08-09 2019-06-30 13F Simon Property Group COM 828806109 1,549 0 0.00 247 -12.41 0.1411
2019-05-13 2019-03-31 13F Simon Property Group COM 828806109 1,549 1,549 282 0.1844
2019-03-04 2018-06-30 13F Simon Property Group COM 828806109 0 -1,500 -100.00 0 -100.00
2018-04-05 2018-03-31 13F Simon Property Group COM 828806109 1,500 0 0.00 232 -10.08 0.0743
2018-01-16 2017-12-31 13F Simon Property Group COM 828806109 1,500 -150 -9.09 258 -2.64 0.0817
2017-10-31 2017-09-30 13F Simon Property Group COM 828806109 1,650 0 0.00 265 -0.75 0.0936
2017-08-08 2017-06-30 13F Simon Property Group COM 828806109 1,650 0 0.00 267 -5.65 0.0980
2017-04-19 2017-03-31 13F Simon Property Group COM 828806109 1,650 0 0.00 283 -3.41 0.1057
2017-03-01 2016-12-31 13F Simon Property Group COM 828806109 1,650 131 8.62 293 -6.69 0.1153
2016-11-18 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,519 0 0.00 314 -0.32 0.1299
2016-05-25 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,519 64 4.40 315 11.70 0.1359
2016-02-10 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,455 0 0.00 282 5.62 0.1227
2015-11-09 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,455 0 0.00 267 6.37 0.1151
2015-07-28 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,455 0 0.00 251 -11.62 0.1037
2015-06-09 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,455 0 0.00 284 7.58 0.1157
2015-02-24 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,455 0 0.00 264 10.46 0.1115
2014-11-17 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,455 0 0.00 239 -0.83 0.1078
2014-08-26 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,455 0 0.00 241 1.26 0.1145
2014-05-29 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,455 0 0.00 238 7.69 0.1213
2014-02-18 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,455 1,455 221 0.1155
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.