Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership10,492 shares
Latest Disclosed Value $ 1,995,893
Whittier Trust Co reports 87.02% decrease in ownership of SPG / Simon Property Group, Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 10,492 shares of Simon Property Group, Inc. (MX:SPG) valued at $1,995,893 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 80,852 shares of Simon Property Group, Inc.. This represents a change in shares of -87.02% 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)
2026-04-28 2026-03-31 13F SIMON PPTY common 828806109 10,492 -70,360 -87.02 1,996 -86.75 0.0225
2026-01-26 2025-12-31 13F SIMON PPTY common 828806109 80,852 -67 -0.08 15,063 0.49 0.1631
2025-10-31 2025-09-30 13F SIMON PPTY GROUP INC common 828806109 80,919 688 0.86 14,989 16.21 0.1706
2025-07-30 2025-06-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 80,231 1,687 2.15 12,898 -1.13 0.1555
2025-05-02 2025-03-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 78,544 1,344 1.74 13,044 -1.88 0.1817
2025-02-11 2024-12-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 77,200 2,385 3.19 13,294 5.13 0.1751
2024-10-21 2024-09-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 74,815 2,796 3.88 12,645 15.67 0.1692
2024-07-29 2024-06-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 72,019 2,983 4.32 10,932 1.19 0.1551
2024-05-02 2024-03-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 69,036 484 0.71 10,803 10.48 0.1575
2024-01-11 2023-12-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 68,552 2,144 3.23 9,778 36.32 0.1585
2023-10-27 2023-09-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 66,408 1,447 2.23 7,174 -4.37 0.1275
2023-07-24 2023-06-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 64,961 32 0.05 7,502 3.19 0.1304
2023-04-21 2023-03-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 64,929 1,503 2.37 7,270 -2.44 0.1324
2023-01-25 2022-12-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 63,426 1,682 2.72 7,451 34.47 0.1449
2022-10-21 2022-09-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 61,744 4,715 8.27 5,541 2.36 0.1161
2022-07-28 2022-06-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 57,029 -3,945 -6.47 5,413 -32.52 0.1093
2022-04-29 2022-03-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 60,974 9,100 17.54 8,022 -3.21 0.1353
2022-01-19 2021-12-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 51,874 1,630 3.24 8,288 26.92 0.1347
2021-11-01 2021-09-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 50,244 1,449 2.97 6,530 2.56 0.1189
2021-07-29 2021-06-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 48,795 2,804 6.10 6,367 21.67 0.1134
2021-04-26 2021-03-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 45,991 6,478 16.39 5,233 55.33 0.1016
2021-01-29 2020-12-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 39,513 2,850 7.77 3,369 42.09 0.0720
2020-10-30 2020-09-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 36,663 34,360 1,491.97 2,371 1,400.63 0.0565
2020-07-10 2020-06-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 2,303 850 58.50 158 100.00 0.0044
2020-04-27 2020-03-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 1,453 -1,343 -48.03 79 -81.01 0.0026
2020-01-31 2019-12-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 2,796 1,207 75.96 416 68.42 0.0109
2019-10-18 2019-09-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 1,589 9 0.57 247 -2.37 0.0071
2019-07-23 2019-06-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 1,580 0 0.00 253 -12.15 0.0074
2019-04-29 2019-03-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 1,580 -335 -17.49 288 -10.28 0.0088
2019-02-07 2018-12-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 1,915 338 21.43 321 15.05 0.0110
2018-10-23 2018-09-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 1,577 220 16.21 279 20.78 0.0087
2018-07-27 2018-06-30 13F/A-1 SIMON PPTY GROUP INC NEW COM REIT'S 828806109 1,357 874 180.95 231 212.16 0.0076
2018-07-20 2018-06-30 13F SIMON PPTY GROUP INC NEW COM US LARGE CAP EQUITIES 828806109 752 269 125
2018-05-01 2018-03-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 483 32 7.10 74 -3.90 0.0025
2018-02-07 2017-12-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 451 0 0.00 77 5.48 0.0027
2017-10-23 2017-09-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 451 0 0.00 73 0.00 0.0027
2017-07-20 2017-06-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 451 -40 -8.15 73 -13.10 0.0028
2017-04-26 2017-03-31 13F SIMON PPTY GROUP INC REIT'S 828806109 491 40 8.87 84 5.00 0.0034
2017-01-18 2016-12-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 451 0 0.00 80 -13.98 0.0034
2016-11-10 2016-09-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 451 0 0.00 93 -5.10 0.0041
2016-07-28 2016-06-30 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 451 0 0.00 98 5.38 0.0043
2016-04-28 2016-03-31 13F SIMON PPTY GROUP INC NEW COM REIT'S 828806109 451 0 0.00 93 6.90 0.0041
2016-02-10 2015-12-31 13F SIMON PPTY GROUP INC NEW COM REIT?S 828806109 451 0 0.00 87 4.82 0.0039
2015-11-12 2015-09-30 13F SIMON PPTY GROUP INC NEW COM REIT?S 828806109 451 0 0.00 83 6.41 0.0040
2015-08-13 2015-06-30 13F SIMON PPTY GROUP INC NEW COM REIT?S 828806109 451 0 0.00 78 -12.36 0.0035
2015-05-05 2015-03-31 13F SIMON PPTY GROUP INC NEW COM US LARGE CAP EQUITIES 828806109 451 451 0.00 89 0.0041
2015-02-04 2014-12-31 13F SIMON PPTY GROUP INC NEW COM US LARGE CAP EQUITIES 828806109 0 -752 -100.00 0 -100.00
2014-11-07 2014-09-30 13F SIMON PPTY GROUP INC NEW COM US LARGE CAP EQUITIES 828806109 752 0 0.00 123 -1.60 0.0060
2014-08-04 2014-06-30 13F SIMON PPTY GROUP INC NEW COM US LARGE CAP EQUITIES 828806109 752 -301 -28.58 125 -27.75 0.0062
2014-05-01 2014-03-31 13F SIMON PPTY GROUP INC NEW COM US LARGE CAP EQUITIES 828806109 1,053 -301 -22.23 173 -16.02 0.0089
2014-02-05 2013-12-31 13F SIMON PPTY GROUP INC NEW COM US LARGE CAP EQUITIES 828806109 1,354 0 0.00 206 2.49 0.0106
2013-11-18 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,354 0 0.00 201 -6.07 0.0109
2013-08-14 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,354 1,354 214 0.0120
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.