Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
€ 177,00 ↑1,10 (0,63%)
2026-06-04
AKTIENPREIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionBrown Advisory Inc
Latest Disclosed Ownership30,382 shares
Latest Disclosed Value $ 5,667,091
Brown Advisory Inc reports 7.04% decrease in ownership of SPGR / Simon Property Group, Inc.

On May 15, 2026 - Brown Advisory Inc filed a 13F-HR form disclosing ownership of 30,382 shares of Simon Property Group, Inc. (AT:SPGR) valued at $4,855,044 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 32,683 shares of Simon Property Group, Inc.. This represents a change in shares of -7.04% during the quarter. The current value of the position is $5,377,614 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)
2026-05-15 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 30,382 -2,301 -7.04 5,667 -6.32 0.0042
2026-02-13 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 32,683 -1,566 -4.57 6,050 -5.88 0.0084
2025-11-14 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 34,249 -541 -1.56 6,428 14.93 0.0084
2025-08-13 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 34,790 -2,138 -5.79 5,593 -8.81 0.0074
2025-04-30 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 36,928 -4,737 -11.37 6,133 -14.54 0.0088
2025-02-14 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 41,665 82 0.20 7,175 2.09 0.0091
2024-11-13 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 41,583 35,119 543.30 7,028 616.41 0.0088
2024-08-14 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 6,464 423 7.00 981 3.81 0.0013
2024-04-24 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 6,041 -340 -5.33 945 3.85 0.0013
2024-02-08 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 6,381 353 5.86 910 39.78 0.0013
2023-10-25 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 6,028 -15 -0.25 651 -6.60 0.0011
2023-07-31 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 6,043 727 13.68 698 17.14 0.0011
2023-05-08 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 5,316 603 12.79 595 7.59 0.0010
2023-02-13 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,713 1,002 27.00 554 66.07 0.0010
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,711 671 22.07 333 15.22 0.0006
2022-11-14 2022-06-30 13F/A-2 SIMON PPTY GROUP INC COM 828806109 3,040 -1,350 -30.75 289 -49.91 0.0005
2022-09-13 2022-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 5,172 -530 491 0.0008
2022-08-02 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,840 -1,300 270 0.0004
2022-11-14 2022-03-31 13F/A-2 SIMON PPTY GROUP INC COM 828806109 4,390 2,164 97.21 577 62.08 0.0009
2022-09-13 2022-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 5,702 3,476 749 0.0011
2022-05-09 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,140 1,914 544 0.0007
2022-01-27 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,226 69 3.20 356 27.14 0.0004
2021-11-12 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,157 -306 -12.42 280 -13.04 0.0004
2021-07-29 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,463 -262 -9.61 322 3.87 0.0005
2021-05-14 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,725 -25 -0.91 310 31.91 0.0005
2021-02-12 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,750 2,750 235 0.0004
2020-05-15 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 0 -2,790 -100.00 0 -100.00
2020-02-14 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,790 -759 -21.39 416 -24.64 0.0011
2019-11-14 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,549 199 5.94 552 3.18 0.0015
2019-08-12 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,350 85 2.60 535 -10.08 0.0015
2019-05-15 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,265 53 1.65 595 10.19 0.0017
2019-02-13 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,212 -992 -23.60 540 -27.32 0.0018
2018-11-13 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,204 81 1.96 743 5.84 0.0021
2018-08-10 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,123 84 2.08 702 12.50 0.0022
2018-06-28 2018-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 4,039 -3,055 -43.06 624 -48.77 0.0020
2018-05-14 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,759 -3,335 580
2018-02-12 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 7,094 1,242 21.22 1,218 29.16 0.0039
2017-11-13 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 5,852 457 8.47 943 8.02 0.0031
2017-08-14 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 5,395 1,099 25.58 873 18.13 0.0027
2017-05-15 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,296 -501 -10.44 739 -13.16 0.0025
2017-02-13 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,797 18 0.38 851 -13.95 0.0030
2016-11-14 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,779 1 0.02 989 -4.63 0.0034
2016-08-09 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,778 329 7.39 1,037 12.23 0.0036
2016-05-13 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,449 -65 -1.44 924 5.36 0.0032
2016-02-08 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,514 -32 -0.70 877 5.03 0.0030
2015-11-13 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,546 1,729 61.38 835 71.11 0.0030
2015-08-11 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,817 -1,679 -37.34 488 -44.48 0.0016
2015-05-14 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,496 -175 -3.75 879 3.29 0.0028
2015-02-13 2014-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 4,671 -293 -5.90 851 4.29 0.0027
2015-02-09 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,721 830
2014-11-10 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,964 79 1.62 816 0.37 0.0026
2014-08-08 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,885 -565 -10.37 813 -9.06 0.0026
2014-05-13 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 5,450 -171 -3.04 894 4.56 0.0028
2014-02-11 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 5,621 1,075 23.65 855 26.85 0.0028
2013-11-08 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,546 225 5.21 674 -1.17 0.0024
2013-08-13 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,321 4,321 682 0.0027
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.