Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionIntrust Bank Na
Latest Disclosed Ownership1,852 shares
Latest Disclosed Value $ 345,453
Intrust Bank Na ownership in SPG / Simon Property Group, Inc.

On May 6, 2026 - Intrust Bank Na filed a 13F-HR form disclosing ownership of 1,852 shares of Simon Property Group, Inc. (MX:SPG) valued at $345,453 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,852 shares of Simon Property Group, Inc.. This represents a change in shares of 0.00% 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)
2026-05-06 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,852 0 0.00 345 0.88 0.0281
2026-02-06 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,852 0 0.00 343 -1.44 0.0284
2025-11-10 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,852 -60 -3.14 348 13.03 0.0289
2025-08-11 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,912 -25 -1.29 307 -4.36 0.0272
2025-05-09 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,937 0 0.00 322 -3.60 0.0318
2025-02-12 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,937 -282 -12.71 334 -11.20 0.0338
2024-11-12 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,219 -41 -1.81 375 9.33 0.0375
2024-08-08 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,260 -81 -3.46 343 -6.28 0.0365
2024-05-09 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,341 0 0.00 366 9.91 0.0392
2024-02-05 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,341 -76 -3.14 334 27.59 0.0387
2023-11-13 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,417 -86 -3.44 261 -9.69 0.0333
2023-08-10 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,503 -30 -1.18 289 2.12 0.0350
2023-05-04 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,533 -27 -1.05 284 -5.67 0.0363
2023-02-10 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,560 -9 -0.35 301 29.87 0.0417
2022-11-09 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,569 -12 -0.46 231 -5.71 0.0356
2022-08-16 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,581 2,365 1,094.91 245 775.00 0.0354
2022-05-10 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 216 -2,444 -91.88 28 -93.41 0.0024
2022-05-10 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,629 345
2022-02-03 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,660 -56 -2.06 425 20.40 0.0511
2021-11-04 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,716 -135 -4.74 353 -5.11 0.0468
2021-08-05 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,851 -118 -3.97 372 10.06 0.0502
2021-06-02 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,969 -46 -1.53 338 31.52 0.0486
2021-02-10 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,015 -145 -4.59 257 25.37 0.0390
2020-11-05 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,160 -936 -22.85 205 -26.79 0.0364
2020-08-05 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,096 232 6.00 280 32.08 0.0557
2020-05-06 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,864 1,368 54.81 212 -43.01 0.0591
2020-02-07 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,496 -1,137 -31.30 372 -34.28 0.0848
2019-11-12 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,633 -1,195 -24.75 566 -26.68 0.1417
2019-08-12 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,828 223 4.84 772 -7.99 0.1881
2019-05-10 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,605 88 1.95 839 10.54 0.2137
2019-02-06 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,517 198 4.58 759 -0.52 0.2204
2018-11-09 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,319 458 11.86 763 16.13 0.1937
2018-08-08 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,861 455 13.36 657 24.90 0.1818
2018-05-03 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,406 492 16.88 526 4.99 0.1516
2018-02-08 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,914 286 10.88 501 18.16 0.1493
2017-11-06 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,628 300 12.89 424 12.77 0.1386
2017-08-07 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,328 -1,166 -33.37 376 -37.44 0.1282
2017-05-04 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,494 -755 -17.77 601 -20.40 0.2124
2017-02-08 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,249 -676 -13.73 755 -25.98 0.2862
2016-11-07 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,925 226 4.81 1,020 0.10 0.4063
2016-08-03 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,699 2,194 87.58 1,019 95.96 0.4113
2016-05-04 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,505 632 33.74 520 42.86 0.1863
2016-02-08 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,873 61 3.37 364 9.31 0.1363
2015-11-04 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,812 -92 -4.83 333 1.22 0.1266
2015-08-04 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,904 46 2.48 329 -9.37 0.1145
2015-05-05 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,858 367 24.61 363 33.46 0.1280
2015-02-05 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,491 40 2.76 272 13.81 0.1012
2014-11-05 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,451 50 3.57 239 2.58 0.0924
2014-08-14 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,401 1,401 233 0.0871
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.