Real Estate Investment Trusts · SIC 6798

SIMON PROPERTY GROUP INC.

SPG

Watch

Latest revenue

$1.76B

as of 2026-03-31

Latest net income

as of 2026-03-31

Net margin

as of 2026-03-31

Price · 5Y

+15.8% / yr 2.0 pts / yr vs S&P 500 107.7% total
Compare:

Live market

delayed ≤15 min
$204.41
0.24%
Market cap
$1.6M
Enterprise value
$24.24B
P/E (trailing)
Forward P/E
P/B
0.00×
Dividend yield
4.2%
52-wk high
$208.28
52-wk low
$155.44
Beta
Shares out
8.0K

5-year trend

What this company does

AI

Simon Property Group owns and operates premium shopping malls, premium outlets, and mixed-use retail destinations across the United States and internationally. The company generates revenue primarily through leasing retail space to tenants, collecting base rents plus percentage rents tied to tenant sales. Simon remains the largest US mall REIT, anchoring its portfolio with high-productivity Class A malls and outlet centers that have outperformed weaker retail real estate.

Generated from SPG's filing dated 2024-02-22

Key risks

AI
  • Filing references prior 10-K risk factors without disclosing new material risks; investors must consult the 2024 Annual Report for specifics.

Generated from SPG's filing dated 2024-02-22

Profitability

Operating margin

49.9%

3.8%

Leverage

Debt / equity

6.80×

32.1%

Long-term debt / equity

5.46×

33.8%

Debt / assets

87.2%

4.1%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$1.76B+19.3%

Q4 2025

2025-12-31

$1.79B+13.2%

Q3 2025

2025-09-30

$1.60B+8.2%

Q2 2025

2025-06-30

$1.50B+2.8%

Q1 2025

2025-03-31

$1.47B+2.1%

Q4 2024

2024-12-31

$1.58B

Q3 2024

2024-09-30

$1.48B+4.9%

Q2 2024

2024-06-30

$1.46B+6.5%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Real Estate Investment Trusts · SIC 6798

Your notes

Keep private notes on SPG — thesis, target price, catalysts to watch.

Visible only to you. Never shared. Never used to train AI.

Sign in to write a note

Insider activity

Insider buying

$1.8M

Insider selling

$2.0M

Net activity

−$199.9K

Distinct insiders

11

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-31

Marta R Stewart

Director

Purchase196$183.80$36.0K
2026-03-31

Daniel C. Smith

Director

Purchase355$183.80$65.2K
2026-03-31

Stefan M Selig

Director

Purchase206$183.80$37.9K
2026-03-31

Peggy Roe

Director

Purchase81$183.80$14.9K
2026-03-31

Gary M Rodkin

Director

Purchase232$183.80$42.6K
2026-03-31

Randall J Lewis

Director

Purchase56$183.80$10.3K
2026-03-31

Nina P Jones

Director

Purchase36$183.80$6.6K
2026-03-31

Reuben S Leibowitz

Director

Purchase491$183.80$90.2K
2026-03-31

Larry C Glasscock

Director

Purchase373$183.80$68.6K
2026-03-31

Glyn Aeppel

Director

Purchase221$183.80$40.6K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns SPG

Institutional value

$19.43B

Total shares held

108.0M

Distinct holders

749

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD PORTFOLIO MANAGEMENT LLC23.1M$4.31BNew
2VANGUARD CAPITAL MANAGEMENT LLC20.6M$3.84BNew
3DIMENSIONAL FUND ADVISORS LP4.6M$859.2MNew
4Legal & General Group Plc3.7M$688.2MNew
5Invesco Ltd.3.2M$604.7MNew
6Nuveen, LLC2.9M$535.8MNew
7PRINCIPAL FINANCIAL GROUP INC2.6M$484.1MNew
8DEUTSCHE BANK AG\2.4M$456.2MNew
9Boston Partners2.3M$429.4MNew
10Bank of New York Mellon Corp2.1M$387.8MNew
11VANGUARD FIDUCIARY TRUST CO1.8M$340.8MNew
12Sumitomo Mitsui Trust Group, Inc.1.5M$282.2MNew
13UBS Group AG1.4M$270.0MNew
14CENTERSQUARE INVESTMENT MANAGEMENT LLC1.4M$261.2MNew
15HSBC HOLDINGS PLC1.3M$238.9MNew
16National Pension Service1.2M$226.3MNew
17HighTower Advisors, LLC1.1M$198.9MNew
18Mitsubishi UFJ Asset Management Co., Ltd.1.0M$186.9MNew
19Swiss National Bank958.1K$178.7MNew
20Russell Investments Group, Ltd.931.5K$173.5MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    With $4.57B Q3 revenue, what same-store NOI growth and occupancy trends justify maintaining current FFO guidance into 2026?

  2. 2

    How are you underwriting tenant credit risk given recent retailer bankruptcies, and what percentage of ABR is on watchlist?

  3. 3

    Why no updated risk disclosures despite tariff impacts on retailers and rising refinancing costs on your $30B+ debt stack?

Refreshed when SPG files a new report · last from 2024-02-22