Simon Property Group, Inc.
US ˙ NYSE ˙ US8288061091

SecuritySPG / Simon Property Group, Inc.
InstitutionBessemer Group Inc
Latest Disclosed Ownership768,235 shares
Latest Disclosed Value $ 143,300
Bessemer Group Inc reports 25.37% increase in ownership of SPG / Simon Property Group, Inc.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 768,235 shares of Simon Property Group, Inc. (US:SPG) valued at $143,298,875 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 612,798 shares of Simon Property Group, Inc.. This represents a change in shares of 25.37% during the quarter. The current value of the position is $156,374,234 USD.

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)
2026-05-06 2026-03-31 13F SIMON PROP GROUP SC 828806109 768,235 155,437 25.37 143 26.55 0.2252
2026-02-05 2025-12-31 13F SIMON PROP GROUP SC 828806109 612,798 -365,945 -37.39 113 -38.25 0.1742
2025-11-05 2025-09-30 13F SIMON PROP GROUP SC 828806109 978,743 -13,592 -1.37 184 15.09 0.2809
2025-08-01 2025-06-30 13F SIMON PROP GROUP SC 828806109 992,335 1,895 0.19 160 -3.05 0.2590
2025-04-23 2025-03-31 13F SIMON PROP GROUP SC 828806109 990,440 -65,432 -6.20 164 -9.39 0.2949
2025-02-13 2024-12-31 13F SIMON PROP GROUP SC 828806109 1,055,872 152,965 16.94 182 19.08 0.2968
2024-11-12 2024-09-30 13F SIMON PROP GROUP SC 828806109 902,907 25,999 2.96 153 14.29 0.2514
2024-08-13 2024-06-30 13F SIMON PROP GROUP SC 828806109 876,908 -3,034 -0.34 133 -2.92 0.2348
2024-08-13 2024-03-31 13F/A-1 SIMON PROP GROUP SC 828806109 879,942 13,021 1.50 138 11.38 0.2489
2024-05-13 2024-03-31 13F SIMON PROP GROUP SC 828806109 879,942 13,021 138 0.2489
2024-02-09 2023-12-31 13F SIMON PROP GROUP SC 828806109 866,921 16,230 1.91 124 35.16 0.2409
2023-11-13 2023-09-30 13F SIMON PROP GROUP SC 828806109 850,691 4,691 0.55 92 -6.19 0.2018
2023-08-10 2023-06-30 13F SIMON PROP GROUP SC 828806109 846,000 3,210 0.38 98 3.19 0.2073
2023-05-10 2023-03-31 13F SIMON PROP GROUP SC 828806109 842,790 8,540 1.02 94 -4.08 0.2240
2023-02-13 2022-12-31 13F SIMON PROP GROUP SC 828806109 834,250 145,553 21.13 98 -99.84 0.2387
2022-11-09 2022-09-30 13F SIMON PROP GROUP SC 828806109 688,697 15,678 2.33 61,810 -3.24 0.1613
2022-08-10 2022-06-30 13F SIMON PROP GROUP SC 828806109 673,019 24,123 3.72 63,883 -25.17 0.1593
2022-05-12 2022-03-31 13F SIMON PROP GROUP SC 828806109 648,896 -372,153 -36.45 85,369 -47.67 0.1791
2022-01-27 2021-12-31 13F SIMON PROP GROUP SC 828806109 1,021,049 176,796 20.94 163,132 48.67 0.3269
2021-11-12 2021-09-30 13F SIMON PROP GROUP SC 828806109 844,253 6,377 0.76 109,727 0.37 0.2340
2021-08-06 2021-06-30 13F SIMON PROP GROUP SC 828806109 837,876 31,478 3.90 109,326 19.16 0.2373
2021-05-13 2021-03-31 13F SIMON PROP GROUP SC 828806109 806,398 172,350 27.18 91,744 69.67 0.2198
2021-02-09 2020-12-31 13F SIMON PROP GROUP SC 828806109 634,048 631,709 27,007.65 54,073 35,709.93 0.1429
2020-11-12 2020-09-30 13F SIMON PROP GROUP SC 828806109 2,339 298 14.60 151 8.63 0.0004
2020-08-05 2020-06-30 13F SIMON PROP GROUP SC 828806109 2,041 1,080 112.38 139 162.26 0.0004
2020-04-30 2020-03-31 13F SIMON PROP GROUP SC 828806109 961 256 36.31 53 -49.52 0.0002
2020-02-04 2019-12-31 13F SIMON PROP GROUP SC 828806109 705 109 18.29 105 12.90 0.0003
2019-11-07 2019-09-30 13F SIMON PROP GROUP SC 828806109 596 -564 -48.62 93 -50.00 0.0003
2019-07-19 2019-06-30 13F SIMON PROP GROUP SC 828806109 1,160 -140 -10.77 186 -21.52 0.0006
2019-05-13 2019-03-31 13F SIMON PROP GROUP SC 828806109 1,300 556 74.73 237 89.60 0.0009
2019-05-21 2018-12-31 13F/A-1 SIMON PROP GROUP SC 828806109 744 248 50.00 125 42.05 0.0005
2019-02-12 2018-12-31 13F SIMON PROP GROUP SC 828806109 744 248 125 0.0005
2018-11-06 2018-09-30 13F SIMON PROP GROUP SC 828806109 496 60 13.76 88 18.92 0.0003
2018-07-25 2018-06-30 13F SIMON PROP GROUP SC 828806109 436 26 6.34 74 17.46 0.0003
2018-05-10 2018-03-31 13F SIMON PROP GROUP SC 828806109 410 -41 -9.09 63 -18.18 0.0002
2018-01-30 2017-12-31 13F SIMON PROP GROUP SC 828806109 451 -107 -19.18 77 -14.44 0.0003
2017-11-03 2017-09-30 13F SIMON PROP GROUP SC 828806109 558 148 36.10 90 36.36 0.0004
2017-07-27 2017-06-30 13F SIMON PROP GROUP SC 828806109 410 -20 -4.65 66 -10.81 0.0003
2017-05-12 2017-03-31 13F SIMON PROP GROUP SC 828806109 430 -288 -40.11 74 -41.73 0.0003
2017-02-07 2016-12-31 13F SIMON PROP GROUP SC 828806109 718 85 13.43 127 -3.05 0.0006
2016-11-10 2016-09-30 13F SIMON PROP GROUP SC 828806109 633 196 44.85 131 37.89 0.0007
2016-08-11 2016-06-30 13F SIMON PROP GROUP SC 828806109 437 0 0.00 95 4.40 0.0005
2016-05-11 2016-03-31 13F SIMON PROP GROUP SC 828806109 437 -201 -31.50 91 -27.20 0.0005
2016-02-12 2015-12-31 13F SIMON PROP GROUP SC 828806109 638 134 26.59 125 34.41 0.0007
2015-11-16 2015-09-30 13F SIMON PROP GROUP SC 828806109 504 101 25.06 93 32.86 0.0005
2015-08-14 2015-06-30 13F SIMON PROP GROUP SC 828806109 403 -30 -6.93 70 -17.65 0.0004
2015-06-18 2015-03-31 13F/A-1 SIMON PROP GROUP SC 828806109 433 -419 -49.18 85 -45.16 0.0004
2015-05-14 2015-03-31 13F SIMON PROP GROUP SC 828806109 433 85
2015-02-17 2014-12-31 13F SIMON PROP GROUP SC 828806109 852 586 220.30 155 252.27 0.0008
2014-12-11 2014-09-30 13F/A-1 SIMON PROP GROUP SC 828806109 266 74 38.54 44 37.50 0.0002
2014-11-13 2014-09-30 13F SIMON PROP GROUP SC 828806109 266 74 44 0.0003
2014-08-13 2014-06-30 13F SIMON PROP GROUP SC 828806109 192 -1,274 -86.90 32 -86.72 0.0002
2014-05-14 2014-03-31 13F SIMON PROP GROUP SC 828806109 1,466 1,266 633.00 241 703.33 0.0016
2014-02-18 2013-12-31 13F SIMON PROP GROUP SC 828806109 200 200 30 0.0002
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.