Simon Property Group, Inc.
AT ˙ WBAG ˙ US8288061091
177,00 € ↑1,10 (0,63%)
2026-06-04
PREZZO DELLE AZIONI
SecurityAT:SPGR / Simon Property Group, Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership3,241,968 shares
Latest Disclosed Value $ 604,724,357
Invesco Ltd. reports 2.23% decrease in ownership of SPGR / Simon Property Group, Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 3,241,968 shares of Simon Property Group, Inc. (AT:SPGR) valued at $518,066,486 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 3,315,969 shares of Simon Property Group, Inc.. This represents a change in shares of -2.23% during the quarter. The current value of the position is $573,828,336 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)
2026-05-12 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,241,968 -74,001 -2.23 604,724 -1.48 0.0115
2026-02-19 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,315,969 21,400 0.65 613,819 -0.72 0.0941
2025-11-13 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,294,569 -94,446 -2.79 618,292 13.49 0.0974
2025-08-13 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,389,015 -272,188 -7.43 544,818 -10.40 0.0927
2025-05-12 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,661,203 -555,372 -13.17 608,053 -16.26 0.1152
2025-02-13 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,216,575 542,511 14.77 726,136 16.93 0.1342
2024-11-12 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,674,064 211,708 6.11 620,990 18.15 0.1199
2024-08-13 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 3,462,356 79,625 2.35 525,586 -0.71 0.1112
2024-05-14 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 3,382,731 994,128 41.62 529,364 55.37 0.1137
2024-02-13 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 2,388,603 -20,586 -0.85 340,710 30.91 0.0811
2023-11-13 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 2,409,189 71,751 3.07 260,265 -3.58 0.0701
2023-08-11 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,337,438 34,743 1.51 269,927 4.69 0.0708
2023-05-12 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,302,695 892,294 63.27 257,833 55.61 0.0719
2023-02-13 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 1,410,401 -92,798 -6.17 165,694 22.81 0.0485
2022-11-14 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,503,199 -322,331 -17.66 134,913 -22.14 0.0434
2022-08-15 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 1,825,530 -1,108,319 -37.78 173,280 -55.11 0.0525
2022-05-16 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 2,933,849 -208,740 -6.64 385,975 -23.13 0.0984
2022-02-14 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 3,142,589 -295,746 -8.60 502,092 12.36 0.1210
2021-11-15 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 3,438,335 -580,553 -14.45 446,879 -14.78 0.1133
2021-08-17 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,018,888 -422,217 -9.51 524,385 3.78 0.1290
2021-05-17 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,441,105 3,488,270 366.09 505,263 521.79 0.1348
2021-02-16 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 952,835 -704,871 -42.52 81,259 -24.21 0.0237
2020-11-16 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 1,657,706 -1,138,613 -40.72 107,223 -43.92 0.0362
2020-08-14 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 2,796,319 -2,200,010 -44.03 191,213 -30.24 0.0684
2020-05-15 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,996,329 185,144 3.85 274,099 -61.75 0.1154
2020-02-14 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,811,185 746,116 18.35 716,674 13.27 0.2225
2019-11-14 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,065,069 34,332 0.85 632,727 -1.74 0.1655
2019-08-14 2019-06-30 13F/A-1 SIMON PPTY GROUP INC COM 828806109 4,030,737 -49,604 -1.22 643,951 -13.39 0.1657
2019-08-14 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 4,030,737 -4,078,128 643,951
2019-05-15 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 4,080,341 -808,774 -16.54 743,478 -9.48 0.2507
2019-02-14 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 4,889,115 153,581 3.24 821,322 -1.87 0.3144
2018-11-14 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 4,735,534 -729,983 -13.36 837,005 -10.02 0.2634
2018-08-14 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 5,465,517 153,581 2.89 930,176 13.45 0.3079
2018-05-15 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 5,311,936 -947,519 -15.14 819,898 -23.73 0.3064
2018-02-14 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 6,259,455 -1,130,824 -15.30 1,075,000 -9.66 0.3877
2017-11-14 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 7,390,279 -1,419,360 -16.11 1,189,910 -16.50 0.4395
2017-08-14 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 8,809,639 -698,871 -7.35 1,425,047 -12.88 0.4435
2017-05-15 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 9,508,510 -564,071 -5.60 1,635,750 -8.60 0.5370
2017-02-14 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 10,072,581 96,460 0.97 1,789,597 -13.34 0.6015
2016-11-14 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 9,976,121 -84,054 -0.84 2,065,157 -5.36 0.7096
2016-08-15 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 10,060,175 -508,535 -4.81 2,182,053 -0.59 0.8016
2016-05-16 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 10,568,710 1,113,467 11.78 2,195,014 19.39 0.8921
2016-02-16 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 9,455,243 -713,280 -7.01 1,838,477 -1.59 0.7336
2015-11-16 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 10,168,523 102,776 1.02 1,868,161 7.27 0.7926
2015-08-14 2015-06-30 13F SIMON PROPERTY GROUP INC REIT COMMON 828806109 10,065,747 -700,912 -6.51 1,741,577 -17.32 0.6835
2015-05-15 2015-03-31 13F SIMON PROPERTY GROUP INC REIT COMMON 828806109 10,766,659 -635,919 -5.58 2,106,390 1.44 0.8150
2015-02-13 2014-12-31 13F SIMON PROPERTY GROUP INC REIT COMMON 828806109 11,402,578 -1,287,482 -10.15 2,076,524 -0.48 0.8022
2014-11-14 2014-09-30 13F SIMON PROPERTY GROUP INC REIT COMMON 828806109 12,690,060 507,954 4.17 2,086,499 3.00 0.8331
2014-08-14 2014-06-30 13F SIMON PROPERTY GROUP INC REIT COMMON 828806109 12,182,106 217,228 1.82 2,025,642 3.23 0.7970
2014-05-15 2014-03-31 13F SIMON PROPERTY GROUP INC REIT COMMON 828806109 11,964,878 315,550 2.71 1,962,240 10.70 0.7960
2014-02-13 2013-12-31 13F SIMON PROPERTY GROUP INC REIT COMMON 828806109 11,649,328 356,842 3.16 1,772,563 5.90 0.7039
2013-11-13 2013-09-30 13F SIMON PROPERTY GROUP INC REIT COMMON 828806109 11,292,486 760,529 7.22 1,673,885 0.64 0.7275
2013-08-14 2013-06-30 13F SIMON PROPERTY GROUP INC REIT COMMON 828806109 10,531,957 10,531,957 1,663,207 0.7754
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.