Simon Property Group, Inc.
US ˙ NYSE ˙ US8288061091

SecuritySPG / Simon Property Group, Inc.
InstitutionFirst Horizon Advisors, Inc.
Latest Disclosed Ownership1,499 shares
Latest Disclosed Value $ 240,979
First Horizon Advisors, Inc. reports 3.24% increase in ownership of SPG / Simon Property Group, Inc.

On August 6, 2025 - First Horizon Advisors, Inc. filed a 13F-HR form disclosing ownership of 1,499 shares of Simon Property Group, Inc. (US:SPG) valued at $240,979 USD as of June 30, 2025. The entity filed a previous 13F-HR on April 28, 2025 disclosing 1,452 shares of Simon Property Group, Inc.. This represents a change in shares of 3.24% during the quarter. The current value of the position is $309,124 USD.

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)
2025-08-06 2025-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,499 47 3.24 241 -0.41 0.0063
2025-04-28 2025-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,452 0 0.00 241 -3.60 0.0068
2025-02-03 2024-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,452 2 0.14 250 2.04 0.0070
2024-11-08 2024-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,450 -10 -0.68 245 10.86 0.0068
2024-07-19 2024-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,460 -11 -0.75 222 -3.91 0.0067
2024-04-26 2024-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,471 0 0.00 230 10.05 0.0071
2024-02-06 2023-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,471 -18 -1.21 210 30.63 0.0069
2023-10-27 2023-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,489 -32 -2.10 161 -8.57 0.0058
2023-08-03 2023-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,521 -137 -8.26 176 -5.41 0.0061
2023-05-15 2023-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,658 -405 -19.63 186 -23.55 0.0066
2023-02-10 2022-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 2,063 22 1.08 242 32.24 0.0089
2022-11-09 2022-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 2,041 178 9.55 183 3.39 0.0073
2022-08-02 2022-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,863 -514 -21.62 177 -43.45 0.0063
2022-05-10 2022-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 2,377 427 21.90 313 0.32 0.0132
2022-05-10 2022-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,320 174
2022-02-09 2021-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,950 -18 -0.91 312 22.35 0.0094
2021-11-15 2021-09-30 13F/A-1 SIMON PROPERTY GROUP COMMON STOCK 828806109 1,968 1,246 172.58 255 171.28 0.0083
2021-11-09 2021-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 1,968 1,246 255 0.0037
2021-08-09 2021-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 722 -33 -4.37 94 9.30 0.0051
2021-05-11 2021-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 755 353 87.81 86 152.94 0.0050
2021-02-11 2020-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 402 -157 -28.09 34 -5.56 0.0023
2020-11-12 2020-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 559 -35 -5.89 36 -12.20 0.0027
2020-07-31 2020-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 594 2 0.34 41 28.13 0.0032
2020-05-05 2020-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 592 -176 -22.92 32 -71.93 0.0030
2020-01-07 2019-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 768 39 5.35 114 0.88 0.0084
2019-10-23 2019-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 729 -35 -4.58 113 -7.38 0.0088
2019-08-05 2019-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 764 -108 -12.39 122 -23.27 0.0094
2019-04-26 2019-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 872 10 1.16 159 9.66 0.0127
2019-02-11 2018-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 862 0 0.00 145 -4.61 0.0129
2018-11-08 2018-09-30 13F/A-2 SIMON PROPERTY GROUP COMMON STOCK 828806109 862 -52 -5.69 152 -2.56 0.0118
2018-11-05 2018-09-30 13F/A-1 SIMON PROPERTY GROUP COMMON STOCK 828806109 862 0 152 0.0085
2018-08-06 2018-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 914 86 10.39 156 21.88 0.0131
2018-05-02 2018-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 828 -31 -3.61 128 -13.51 0.0125
2018-01-25 2017-12-31 13F SIMON0PROPERTY0GROUP0INC COMMON0STOCK 828806109 859 61 7.64 148 15.63 0.0141
2017-11-09 2017-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 798 -17 -2.09 128 -3.03 0.0132
2017-08-14 2017-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 815 -94 -10.34 132 -15.38 0.0144
2017-05-02 2017-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 909 0 0.00 156 -17.02 0.0178
2017-02-13 2016-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 909 0 0.00 188 0.00 0.0239
2016-10-28 2016-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 909 36 4.12 188 -0.53 0.0239
2016-07-29 2016-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 873 -50 -5.42 189 -1.56 0.0256
2016-05-09 2016-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 923 377 69.05 192 81.13 0.0214
2016-02-08 2015-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 546 -123 -18.39 106 -13.82 0.0188
2015-11-06 2015-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 669 3 0.45 123 6.96 0.0190
2015-08-03 2015-06-30 13F/A-1 SIMON PROPERTY GROUP COMMON STOCK 828806109 666 -27 -3.90 115 -15.44 0.0167
2015-07-31 2015-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 666 115
2015-05-04 2015-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 693 693 0.00 136 0.0197
2015-02-05 2014-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 0 -693 -100.00 0 -100.00
2014-11-13 2014-09-30 13F/A-1 SIMON PROPERTY GROUP COMMON STOCK 828806109 693 -3 -0.43 114 -1.72 0.0178
2014-11-13 2014-09-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 693 -3 114 0.0116
2014-08-07 2014-06-30 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 696 329 89.65 116 93.33 0.0168
2014-05-02 2014-03-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 367 -75 -16.97 60 -10.45 0.0084
2014-02-07 2013-12-31 13F SIMON PROPERTY GROUP COMMON STOCK 828806109 442 442 67 0.0100
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.