Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionBrookstone Capital Management
Latest Disclosed Ownership23,555 shares
Latest Disclosed Value $ 4,393,682
Brookstone Capital Management reports 0.74% decrease in ownership of SPG / Simon Property Group, Inc.

On April 16, 2026 - Brookstone Capital Management filed a 13F-HR form disclosing ownership of 23,555 shares of Simon Property Group, Inc. (MX:SPG) valued at $4,393,682 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 23,731 shares of Simon Property Group, Inc.. This represents a change in shares of -0.74% during the quarter.

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)
2026-04-16 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 23,555 -176 -0.74 4,394 0.02 0.0502
2026-01-15 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 23,731 108 0.46 4,393 -0.92 0.0503
2025-10-15 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 23,623 1,189 5.30 4,433 22.93 0.0529
2025-07-30 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 22,434 -1,781 -7.35 3,606 -10.32 0.0473
2025-04-29 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 24,215 2,487 11.45 4,022 7.48 0.0576
2025-01-13 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 21,728 558 2.64 3,742 4.56 0.0545
2024-10-08 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 21,170 1,678 8.61 3,578 18.52 0.0527
2024-07-18 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 19,492 5,501 39.32 3,019 37.92 0.0501
2024-04-15 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 13,991 1,230 9.64 2,189 20.27 0.0391
2024-01-11 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 12,761 483 3.93 1,820 39.25 0.0354
2023-10-20 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 12,278 -655 -5.06 1,308 -14.74 0.0287
2023-07-11 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 12,933 743 6.10 1,533 12.97 0.0309
2023-04-19 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 12,190 -613 -4.79 1,357 -10.78 0.0264
2023-01-09 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 12,803 -30 -0.23 1,522 26.54 0.0308
2022-10-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 12,833 449 3.63 1,202 -0.66 0.0278
2022-07-11 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 12,384 605 5.14 1,210 -18.96 0.0268
2022-04-12 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 11,779 -5,589 -32.18 1,493 -46.70 0.0292
2022-01-11 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 17,368 5,428 45.46 2,801 71.00 0.0482
2021-11-03 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 11,940 1,511 14.49 1,638 24.09 0.0295
2021-07-14 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 10,429 -1,392 -11.78 1,320 -1.86 0.0237
2021-04-16 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 11,821 562 4.99 1,345 40.10 0.0515
2021-01-13 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 11,259 -15,791 -58.38 960 -45.14 0.0382
2020-10-13 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 27,050 27,050 1,750 0.0808
2020-07-21 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 0 -23,975 -100.00 0 -100.00
2020-04-14 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 23,975 23,975 1,315 0.0756
2016-04-14 2016-03-31 13F SIMON PROPERTY GROUP COM COM 828806109 0 0 0 0.0000
2016-01-14 2015-12-31 13F SIMON PROPERTY GROUP COM COM 828806109 0 -208 -100.00 0 -100.00
2015-10-28 2015-09-30 13F SIMON PROPERTY GROUP COM COM 828806109 208 -87 -29.49 38 -25.49 0.0069
2015-08-11 2015-06-30 13F SIMON PROPERTY GROUP COM COM 828806109 295 295 51 0.0064
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.