Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
€ 177,00 ↑1,10 (0,63%)
2026-06-04
AKTIENPREIS
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership7,472 shares
Latest Disclosed Value $ 1,393,680
Pinnacle Associates Ltd reports 6.86% increase in ownership of SPGR / Simon Property Group, Inc.

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 7,472 shares of Simon Property Group, Inc. (AT:SPGR) valued at $1,194,026 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 6,992 shares of Simon Property Group, Inc.. This represents a change in shares of 6.86% during the quarter. The current value of the position is $1,322,544 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)
2026-04-21 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 7,472 480 6.86 1,394 7.65 0.0179
2026-02-05 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 6,992 734 11.73 1,294 10.22 0.0166
2025-11-13 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 6,258 928 17.41 1,174 37.15 0.0156
2025-08-04 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 5,330 649 13.86 857 10.17 0.0124
2025-05-06 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,681 449 10.61 777 6.73 0.0114
2025-02-14 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,232 2,034 92.54 729 132.59 0.0099
2024-10-25 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,198 -786 -26.34 314 -30.75 0.0053
2024-07-30 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,984 626 26.55 453 22.83 0.0071
2024-04-26 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,358 160 7.28 369 17.57 0.0058
2024-01-19 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,198 -13 -0.59 314 31.51 0.0053
2023-10-24 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,211 4 0.18 239 -6.30 0.0044
2023-07-27 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,207 -32 -1.43 255 1.60 0.0044
2023-05-05 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,239 79 3.66 251 -1.19 0.0051
2023-02-01 2022-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 2,160 2,160 254 0.0055
2023-01-25 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,162 2,162 261 0.0000
2022-08-01 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -2,440 -100.00 0 -100.00
2022-05-05 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,440 -82 -3.25 321 -20.35 0.0057
2022-02-02 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,522 -6 -0.24 403 22.49 0.0070
2021-10-19 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,528 46 1.85 329 1.54 0.0061
2021-08-02 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,482 -267 -9.71 324 3.51 0.0059
2021-05-12 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,749 2,749 313 0.0060
2020-10-23 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 0 -4,904 -100.00 0 -100.00
2020-08-14 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,904 -47 -0.95 335 23.16 0.0083
2020-05-13 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,951 973 24.46 272 -54.13 0.0083
2020-02-03 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,978 -242 -5.73 593 -9.74 0.0130
2019-11-08 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,220 69 1.66 657 -0.90 0.0155
2019-08-05 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,151 4,151 663 0.0155
2015-08-12 2015-06-30 13F Simon Property Group COM 828806109 0 -1,149 -100.00 0 -100.00
2015-05-15 2015-03-31 13F Simon Property Group COM 828806109 1,149 0 0.00 225 7.66 0.0042
2015-02-12 2014-12-31 13F Simon Property Group COM 828806109 1,149 -500 -30.32 209 -22.59 0.0041
2014-05-14 2014-03-31 13F Simon Property Group COM 828806109 1,649 1,649 270 0.0053
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.