Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionRockefeller Capital Management L.P.
Latest Disclosed Ownership132,899 shares
Latest Disclosed Value $ 24,790,021
Rockefeller Capital Management L.P. reports 1.36% increase in ownership of SPG / Simon Property Group, Inc.

On May 14, 2026 - Rockefeller Capital Management L.P. filed a 13F-HR form disclosing ownership of 132,899 shares of Simon Property Group, Inc. (MX:SPG) valued at $24,790,021 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 16, 2026 disclosing 131,110 shares of Simon Property Group, Inc.. This represents a change in shares of 1.36% 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 132,899 1,789 1.36 24,790 2.15 0.0228
2026-03-16 2025-12-31 13F/A-1 SIMON PPTY GROUP INC COM 828806109 131,110 9,185 7.53 24,270 6.07 0.0437
2026-02-14 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 131,110 9,185 24,272 0.0222
2025-11-14 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 121,925 -87 -0.07 22,882 16.66 0.0448
2025-08-14 2025-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 122,012 10,907 9.82 19,615 6.30 0.0430
2025-08-08 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 122,012 10,907 19,615 0.0247
2025-05-14 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 111,105 16,394 17.31 18,452 13.16 0.0455
2025-02-13 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 94,711 2,504 2.72 16,306 4.65 0.0422
2024-11-14 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 92,207 12,990 16.40 15,582 29.56 0.0419
2024-08-12 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 79,217 29,764 60.19 12,027 55.39 0.0342
2024-05-14 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 49,453 4,765 10.66 7,739 21.42 0.0226
2024-02-14 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 44,688 306 0.69 6,374 32.87 0.0213
2023-11-14 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 44,382 2,844 6.85 4,797 3.07 0.0185
2023-08-14 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 41,538 2,011 5.09 4,655 116,250.00 0.0180
2023-05-16 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 39,527 -14,902 -27.38 4 -99.94 0.0190
2023-03-06 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 54,429 -3,013 -5.25 6,393 24.04 0.0321
2022-11-02 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 57,442 2,272 4.12 5,154 -1.57 0.0266
2022-08-12 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 55,170 4,978 9.92 5,236 -20.69 0.0278
2022-05-13 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 50,192 5,207 11.57 6,602 -8.13 0.0318
2022-02-14 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 44,985 -5,113 -10.21 7,186 10.40 0.0335
2021-11-12 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 50,098 9,542 23.53 6,509 23.04 0.0342
2021-08-10 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 40,556 17,055 72.57 5,290 97.98 0.0298
2021-05-11 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 23,501 21,205 923.56 2,672 1,277.32 0.0181
2021-02-12 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,296 -15,970 -87.43 194 -83.56 0.0015
2020-11-13 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 18,266 -3,318 -15.37 1,180 -20.00 0.0111
2020-08-12 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 21,584 -6,688 -23.66 1,475 -4.90 0.0154
2020-05-12 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 28,272 -9,030 -24.21 1,551 -72.08 0.0203
2020-02-07 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 37,302 4,725 14.50 5,556 9.56 0.0693
2019-11-12 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 32,577 7,334 29.05 5,071 25.74 0.0688
2019-08-09 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 25,243 11,021 77.49 4,033 55.59 0.0562
2019-05-10 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 14,222 12,272 629.33 2,592 692.66 0.0369
2019-02-12 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,950 204 11.68 327 5.83 0.0057
2018-11-02 2018-09-30 13F Simon Property Group Common 828806109 1,746 34 1.99 309 5.82 0.0047
2018-07-31 2018-06-30 13F Simon Property Group Common 828806109 1,712 150 9.60 292 21.16 0.0048
2018-05-09 2018-03-31 13F Simon Property Group Common 828806109 1,562 1,562 241 0.0040
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.