Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionKinneret Advisory, LLC
Latest Disclosed Ownership6,704 shares
Latest Disclosed Value $ 1,250,497
Kinneret Advisory, LLC reports 4.24% decrease in ownership of SPG / Simon Property Group, Inc.

On May 14, 2026 - Kinneret Advisory, LLC filed a 13F-HR form disclosing ownership of 6,704 shares of Simon Property Group, Inc. (MX:SPG) valued at $1,250,497 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 7,001 shares of Simon Property Group, Inc.. This represents a change in shares of -4.24% 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)
2026-05-14 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 6,704 -297 -4.24 1,250 -3.47 0.1185
2026-02-12 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 7,001 -191 -2.66 1,296 -4.00 0.1098
2025-11-05 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 7,192 -32 -0.44 1,350 16.19 0.1149
2025-07-25 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 7,224 -10 -0.14 1,161 -3.33 0.1057
2025-07-21 2025-03-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 7,234 -24 -0.33 1,201 -3.84 0.1211
2025-04-29 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,870 -2,388 809 0.1211
2025-02-03 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 7,258 -337 -4.44 1,250 -2.65 0.1180
2024-11-04 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 7,595 -100 -1.30 1,284 9.85 0.1178
2024-07-26 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 7,695 313 4.24 1,168 1.13 0.1120
2024-04-25 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 7,382 -23 -0.31 1,155 9.38 0.1155
2024-02-14 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 7,405 -47 -0.63 1,056 31.18 0.1169
2023-10-12 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 7,452 -4 -0.05 805 -6.50 0.0994
2023-08-02 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 7,456 0 0.00 861 3.24 0.1020
2023-04-27 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 7,456 -401 -5.10 835 -9.64 0.1078
2023-02-14 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 7,857 -1,000 -11.29 923 16.10 0.1220
2022-11-02 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 8,857 0 0.00 795 -5.47 0.1103
2022-08-04 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 8,857 187 2.16 841 -26.29 0.1091
2022-05-13 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 8,670 8,670 1,141 0.1252
2021-11-09 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 0 -8,476 -100.00 0 -100.00
2021-08-16 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 8,476 0 0.00 1,106 14.73 0.1307
2021-05-13 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 8,476 0 0.00 964 29.40 0.1238
2021-02-11 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 8,476 0 0.00 745 35.95 0.1011
2020-11-13 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 8,476 -273 -3.12 548 -8.36 0.0831
2020-08-12 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 8,749 0 0.00 598 24.58 0.0962
2020-05-14 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 8,749 979 12.60 480 -58.51 0.0935
2020-02-10 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 7,770 0 0.00 1,157 -4.30 0.2104
2019-11-13 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 7,770 0 0.00 1,209 -2.58 0.2407
2019-08-13 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 7,770 0 0.00 1,241 -12.36 0.2516
2019-05-15 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 7,770 140 1.83 1,416 10.45 0.2980
2019-02-13 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 7,630 7,630 1,282 0.3796
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.