Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionORG Partners LLC
Latest Disclosed Ownership845 shares
Latest Disclosed Value $ 156,450
ORG Partners LLC reports 5.89% increase in ownership of SPG / Simon Property Group, Inc.

On January 14, 2026 - ORG Partners LLC filed a 13F-HR form disclosing ownership of 845 shares of Simon Property Group, Inc. (MX:SPG) valued at $156,450 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 24, 2025 disclosing 798 shares of Simon Property Group, Inc.. This represents a change in shares of 5.89% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-01-14 2025-12-31 13F SIMON PPTY GROUP INC REAL ESTATE INVESTME 828806109 845 47 5.89 156 4.70 0.0275
2025-10-24 2025-09-30 13F SIMON PPTY GROUP INC REAL ESTATE INVESTME 828806109 798 52 6.97 150 22.13 0.0273
2025-07-16 2025-06-30 13F SIMON PPTY GROUP INC REAL ESTATE INVESTME 828806109 746 8 1.08 123 0.00 0.0261
2025-04-21 2025-03-31 13F SIMON PPTY GROUP INC REAL ESTATE INVESTME 828806109 738 -2,665 -78.31 123 -79.18 0.0302
2025-01-10 2024-12-31 13F SIMON PPTY GROUP INC REAL ESTATE INVESTME 828806109 3,403 391 12.98 587 15.13 0.0796
2024-10-11 2024-09-30 13F SIMON PPTY GROUP INC REAL ESTATE INVESTME 828806109 3,012 39 1.31 510 17.01 0.0816
2024-07-16 2024-06-30 13F SIMON PPTY GROUP REAL ESTATE INVESTME 828806109 2,973 2,973 436 0.0542
2024-01-29 2023-12-31 13F SIMON PPTY GROUP SPG 828806109 0 -3,301 -100.00 0 -100.00
2023-11-13 2023-09-30 13F/A-1 SIMON PPTY GROUP SPG 828806109 3,301 39 1.20 357 -6.56 0.1054
2023-11-03 2023-09-30 13F SIMON PPTY GROUP SPG 828806109 3,301 39 3 0.0030
2023-07-25 2023-06-30 13F SIMON PPTY GROUP REAL ESTATE INVESTME 828806109 3,262 3,262 381 0.0619
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.