Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionMv Capital Management, Inc.
Latest Disclosed Ownership259 shares
Latest Disclosed Value $ 48,312
Mv Capital Management, Inc. reports 3.60% increase in ownership of SPG / Simon Property Group, Inc.

On April 30, 2026 - Mv Capital Management, Inc. filed a 13F-HR form disclosing ownership of 259 shares of Simon Property Group, Inc. (MX:SPG) valued at $48,312 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 23, 2026 disclosing 250 shares of Simon Property Group, Inc.. This represents a change in shares of 3.60% 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)
2026-04-30 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 259 9 3.60 48 4.35 0.0047
2026-02-23 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 250 2 0.81 46 0.00 0.0044
2026-02-23 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 248 4 1.64 47 17.95 0.0045
2025-08-08 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 244 2 0.83 39 -2.50 0.0040
2025-04-15 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 242 0 0.00 40 -2.44 0.0043
2025-02-12 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 242 -1 -0.41 42 0.00 0.0045
2024-11-04 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 243 -1 -0.41 41 10.81 0.0044
2024-08-01 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 244 -300 -55.15 37 -56.47 0.0042
2024-04-18 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 544 -600 -52.45 85 -47.85 0.0097
2024-01-29 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,144 24 2.14 163 35.83 0.0207
2023-11-07 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,120 7 0.63 121 -6.25 0.0161
2023-08-03 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,113 64 6.10 129 9.40 0.0171
2023-04-26 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 1,049 623 146.24 117 134.00 0.0165
2023-01-27 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 426 -37 -7.99 50 19.05 0.0077
2022-10-24 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 463 122 35.78 42 31.25 0.0072
2022-07-19 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 341 -65 -16.01 32 -39.62 0.0054
2022-05-09 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 406 4 1.00 53 -17.19 0.0080
2022-02-02 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 402 11 2.81 64 25.49 0.0093
2021-11-12 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 391 41 11.71 51 10.87 0.0084
2021-08-03 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 350 -158 -31.10 46 -20.69 0.0078
2021-05-12 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 508 8 1.60 58 34.88 0.0106
2021-02-08 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 500 0 0.00 43 34.38 0.0082
2020-11-12 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 500 0 0.00 32 -5.88 0.0066
2020-08-04 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 500 -254 -33.69 34 -17.07 0.0080
2020-04-28 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 754 4 0.53 41 -63.39 0.0107
2020-02-05 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 750 -12 -1.57 112 -5.88 0.0242
2019-11-21 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 762 12 1.60 119 -0.83 0.0271
2019-08-07 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 750 0 0.00 120 -12.41 0.0277
2019-05-02 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 750 0 0.00 137 8.73 0.0329
2019-02-13 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 750 0 0.00 126 -5.26 0.0353
2018-11-06 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 750 0 0.00 133 3.91 0.0331
2018-08-14 2018-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 750 0 0.00 128 10.34 0.0332
2018-08-14 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 750 0 116
2018-05-09 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 750 0 0.00 116 -10.08 0.0307
2018-03-05 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 750 0 0.00 129 6.61 0.0351
2017-11-15 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 750 0 0.00 121 0.00 0.0340
2017-08-01 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 750 0 0.00 121 -6.20 0.0357
2017-05-15 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 750 0 0.00 129 -3.01 0.0406
2017-02-14 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 750 0 0.00 133 -14.19 0.0478
2016-11-15 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 750 0 0.00 155 -4.91 0.0563
2016-08-12 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 750 0 0.00 163 4.49 0.0591
2016-05-13 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 750 0 0.00 156 6.85 0.0632
2016-02-12 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 750 0 0.00 146 5.80 0.0575
2015-11-13 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 750 0 0.00 138 6.15 0.0628
2015-08-14 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 750 0 0.00 130 -11.56 0.0528
2015-05-13 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 750 0 0.00 147 7.30 0.0615
2015-03-12 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 750 750 137 0.0622
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.