Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
€ 177,00 ↑1,10 (0,63%)
2026-06-04
AKTIENPREIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionBogart Wealth, LLC
Latest Disclosed Ownership46,264 shares
Latest Disclosed Value $ 8,629,619
Bogart Wealth, LLC reports 1.50% increase in ownership of SPGR / Simon Property Group, Inc.

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 46,264 shares of Simon Property Group, Inc. (AT:SPGR) valued at $7,392,987 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 45,582 shares of Simon Property Group, Inc.. This represents a change in shares of 1.50% during the quarter. The current value of the position is $8,188,728 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)
2026-04-28 2026-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 46,264 682 1.50 8,630 2.28 0.3325
2026-01-30 2025-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 45,582 -757 -1.63 8,438 -2.98 0.3386
2025-10-27 2025-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 46,339 -1,107 -2.33 8,696 14.02 0.3526
2025-07-30 2025-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 47,446 6,146 14.88 7,627 11.20 0.3258
2025-05-02 2025-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 41,300 41,071 17,934.93 6,859 17,487.18 0.3236
2025-01-30 2024-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 229 0 0.00 39 2.63 0.0019
2024-10-23 2024-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 229 0 0.00 39 11.76 0.0018
2024-07-31 2024-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 229 157 218.06 35 209.09 0.0018
2024-04-25 2024-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 72 0 0.00 11 10.00 0.0006
2024-02-07 2023-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 72 0 0.00 10 42.86 0.0006
2023-10-30 2023-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 72 16 28.57 8 16.67 0.0005
2023-07-31 2023-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 56 0 0.00 6 0.00 0.0004
2023-04-21 2023-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 56 30 115.38 6 100.00 0.0004
2023-02-06 2022-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 26 0 0.00 3 50.00 0.0002
2022-11-03 2022-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 26 0 0.00 2 0.00 0.0002
2022-07-22 2022-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 26 0 0.00 2 -33.33 0.0002
2022-04-22 2022-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 26 0 0.00 3 -25.00 0.0003
2022-01-19 2021-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 26 0 0.00 4 33.33 0.0004
2021-10-15 2021-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 26 0 0.00 3 0.00 0.0003
2021-08-06 2021-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 26 0 0.00 3 0.00 0.0003
2021-04-16 2021-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 26 0 0.00 3 50.00 0.0004
2021-01-14 2020-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 26 0 0.00 2 100.00 0.0004
2020-10-06 2020-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 26 0 0.00 1 -50.00 0.0002
2020-07-08 2020-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 26 -928 -97.27 2 -96.15 0.0005
2020-04-20 2020-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 954 -14,603 -93.87 52 -97.76 0.0142
2020-02-10 2019-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 15,557 790 5.35 2,317 0.83 0.7402
2019-11-06 2019-09-30 13F/A-1 SIMON PPTY GROUP INC NEW COM REIT 828806109 14,767 203 1.39 2,298 -1.20 1.1308
2019-10-10 2019-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 14,767 203 2,298 1.0579
2019-07-11 2019-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 14,564 1,873 14.76 2,326 0.61 1.4057
2019-04-08 2019-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 12,691 800 6.73 2,312 15.77 1.1153
2019-01-15 2018-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 11,891 172 1.47 1,997 -3.57 0.9967
2018-10-16 2018-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 11,719 556 4.98 2,071 9.06 1.1992
2018-07-13 2018-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 11,163 341 3.15 1,899 12.83 1.1549
2018-04-12 2018-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 10,822 1,240 12.94 1,683 2.25 0.9730
2018-01-10 2017-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 9,582 2,005 26.46 1,646 35.14 1.0550
2017-10-12 2017-09-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 7,577 169 2.28 1,218 1.67 0.9010
2017-09-19 2017-06-30 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 7,408 3,029 69.17 1,198 59.10 0.7682
2017-09-19 2017-03-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 4,379 240 5.80 753 2.45 0.5009
2017-08-30 2016-12-31 13F SIMON PPTY GROUP INC NEW COM REIT 828806109 4,139 4,139 735 0.4978
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.