Simon Property Group, Inc.
US ˙ NYSE ˙ US8288061091

SecuritySPG / Simon Property Group, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership2,831 shares
Latest Disclosed Value $ 528,066
IFP Advisors, Inc reports 1.29% increase in ownership of SPG / Simon Property Group, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 2,831 shares of Simon Property Group, Inc. (US:SPG) valued at $528,066 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,795 shares of Simon Property Group, Inc.. This represents a change in shares of 1.29% during the quarter. The current value of the position is $576,250 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)
2026-04-13 2026-03-31 13F SIMON PPTY GROUP INC cs 828806109 2,831 36 1.29 528 2.13 0.0109
2026-02-06 2025-12-31 13F SIMON PPTY GROUP INC cs 828806109 2,795 -410 -12.79 517 -13.98 0.0116
2026-02-06 2025-09-30 13F/A-1 SIMON PPTY GROUP INC cs 828806109 3,205 -1,076 -25.13 601 -13.02 0.0156
2025-12-02 2025-09-30 13F SIMON PPTY GROUP INC cs 828806109 3,181 -1,100 607 0.0157
2025-07-24 2025-06-30 13F SIMON PPTY GROUP INC cs 828806109 4,281 187 4.57 692 1.62 0.0197
2025-05-05 2025-03-31 13F SIMON PPTY GROUP INC cs 828806109 4,094 359 9.61 680 5.75 0.0210
2025-02-04 2024-12-31 13F SIMON PPTY GROUP INC cs 828806109 3,735 159 4.45 643 6.46 0.0211
2025-02-04 2024-09-30 13F SIMON PPTY GROUP INC cs 828806109 3,576 606 20.40 605 34.22 0.0218
2024-07-30 2024-06-30 13F SIMON PPTY GROUP INC cs 828806109 2,970 270 10.00 451 6.64 0.0179
2024-07-30 2024-03-31 13F SIMON PPTY GROUP INC cs 828806109 2,700 106 4.09 422 14.36 0.0185
2024-01-09 2023-12-31 13F SIMON PPTY GROUP INC cs 828806109 2,594 -1,385 -34.81 370 -13.99 0.0175
2023-10-12 2023-09-30 13F SIMON PPTY GROUP INC cs 828806109 3,979 706 21.57 430 13.79 0.0193
2023-08-14 2023-06-30 13F/A-1 SIMON PPTY GROUP INC cs 828806109 3,273 81 2.54 378 -38.50 0.0158
2023-08-04 2023-06-30 13F SIMON PPTY GROUP INC re 828806109 3,273 81 629 0.0291
2023-04-18 2023-03-31 13F SIMON PPTY GROUP INC cs 828806109 3,192 -979 -23.47 613 0.0267
2023-02-07 2022-12-31 13F SIMON PPTY GROUP INC cs 828806109 4,171 -474 -10.20 1 -100.00 0.0219
2022-11-08 2022-09-30 13F SIMON PPTY GROUP INC cs 828806109 4,645 -15 -0.32 913 -0.22 0.0238
2022-09-06 2022-06-30 13F/A-1 SIMON PPTY GROUP INC cs 828806109 4,660 0 0.00 915 0.00 0.0293
2022-08-12 2022-06-30 13F SIMON PPTY GROUP INC NEW COM Stock 828806109 60 -4,600 12 0.0215
2022-09-06 2022-03-31 13F/A-1 SIMON PPTY GROUP INC cs 828806109 4,660 3,186 216.15 915 284.45 0.0293
2022-08-08 2022-03-31 13F SIMON PPTY GROUP INC NEW COM Stock 828806109 2,190 716 425 0.0087
2022-01-12 2021-12-31 13F SIMON PPTY GROUP INC NEW COM Stock 828806109 1,474 -379 -20.45 238 -1.65 0.0047
2021-10-06 2021-09-30 13F SIMON PPTY GROUP INC NEW COM Stock 828806109 1,853 -386 -17.24 242 -17.41 0.0048
2021-07-13 2021-06-30 13F SIMON PPTY GROUP INC NEW COM Stock 828806109 2,239 756 50.98 293 74.40 0.0061
2021-04-30 2021-03-31 13F SIMON PPTY GROUP INC NEW COM Stock 828806109 1,483 -192 -11.46 168 16.67 0.0033
2021-01-25 2020-12-31 13F SIMON PPTY GROUP INC NEW COM Stock 828806109 1,675 681 68.51 144 125.00 0.0058
2020-10-29 2020-09-30 13F SIMON PPTY GROUP INC NEW COM Stock 828806109 994 347 53.63 64 45.45 0.0038
2020-08-05 2020-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 647 263 68.49 44 109.52 0.0035
2020-05-12 2020-03-31 13F SIMON PPTY GROUP INC NEW COM Stock 828806109 384 161 72.20 21 -38.24 0.0021
2020-01-17 2019-12-31 13F SIMON PPTY GROUP INC NEW COM Stock 828806109 223 -387 -63.44 34 -64.95 0.0026
2019-11-07 2019-09-30 13F SIMON PPTY GROUP INC NEW COM Stock 828806109 610 430 238.89 97 193.94 0.0065
2019-05-15 2019-03-31 13F SIMON PROPERTY GROUPINC Stock 828806109 180 -1,924 -91.44 33 -90.68 0.0045
2019-06-03 2018-12-31 13F/A-10 SIMON PROPERTY GROUP REIT 828806109 2,104 252 13.61 354 8.26 0.0216
2019-01-23 2018-12-31 13F SIMON PROPERTY GROUP REIT 828806109 2,104 252 354 0.0216
2019-06-03 2018-09-30 13F/A-9 SIMON PROPERTY GROUP REIT 828806109 1,852 344 22.81 327 27.24 0.0133
2018-10-25 2018-09-30 13F SIMON PROPERTY GROUP REIT 828806109 1,852 344 327 0.0133
2019-06-03 2018-06-30 13F/A-8 SIMON PROPERTY GROUP REIT 828806109 1,508 -479 -24.11 257 -24.63 0.0108
2018-08-07 2018-06-30 13F SIMON PROPERTY GROUP REIT 828806109 1,508 -754 257
2019-06-03 2018-03-31 13F/A-7 SIMON PPTY GROUP INC NEW COM REIT 828806109 1,987 0 0.00 341 0.00 0.0155
2018-05-09 2018-03-31 13F SIMON PROPERTY GROUP REIT 828806109 2,262 275 349
2019-06-03 2017-12-31 13F/A-6 SIMON PPTY GROUP INC NEW COM REIT 828806109 1,987 -292 -12.81 341 -7.08 0.0155
2018-01-24 2017-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 1,987 -292 341
2017-10-30 2017-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 2,279 386 20.39 367 19.93 0.0146
2019-06-03 2017-06-30 13F/A-5 SIMON PPTY GROUP INC NEW COM REIT 828806109 1,893 -51 -2.62 306 -8.38 0.0130
2017-07-31 2017-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 1,893 -51 306
2019-06-03 2017-03-31 13F/A-4 SIMON PPTY GROUP INC NEW COM REIT 828806109 1,944 -152 -7.25 334 -10.22 0.0145
2017-04-26 2017-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 1,944 -152 334
2019-06-03 2016-12-31 13F/A-3 SIMON PPTY GROUP INC NEW COM REIT 828806109 2,096 203 10.72 372 -5.10 0.0180
2017-02-14 2016-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 2,096 203 372
2016-11-04 2016-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 1,893 41 2.21 392 -2.49 0.0204
2019-06-03 2016-06-30 13F/A-2 SIMON PPTY GROUP INC NEW COM REIT 828806109 1,852 1,672 928.89 402 1,118.18 0.0224
2016-08-22 2016-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 1,852 1,672 402
2019-06-03 2016-03-31 13F/A-1 SIMON PROPERTY GROUPINC Stock 828806109 180 -1,075 -85.66 33 -86.48 0.0045
2016-05-02 2016-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 2,112 857 439
2016-02-11 2015-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 1,255 1,255 244 0.0164
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.