SIMON PROPERTY GROUP, INC.
At today's price, SIMON PROPERTY GROUP, INC. (SPG) is priced for +1.5% FFO growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Simon Property Group's malls and premium outlets are running at 96% occupancy with tenant sales of $819 per square foot, up 11.8% [Source: Q1 2026 earnings release, May 2026], and the roster in its own 10-K reads Prada, Gucci, Valentino, and Saint Laurent [FY2025 10-K, accession 0001104659-26-019419], not the vacancy story the mall label suggests. • The structural risk is the one the filing names first: digital adoption ⟦"has accelerated the transition of a percentage of market share from shop
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1,268 institutional managers reported holding SPG in 13F filings for the quarter ended 2026-03-31. Together they hold about 88% of the company; the top 10 hold 49%. 96 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 9.3M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (4.8 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
SPG has cut its share count 1.1% over the past five years, spending $496.26M on repurchases. It pays no dividend. Cash returned over the past three years: $315.88M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at SPG over the trailing three years: 2023: 21 buys totaling $684k; 2024: 44 buys totaling $1.53M; 2025: 44 buys totaling $1.81M; 2026: 11 buys totaling $533k. 22 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
SPG's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -5.6% | -11.7% |
| 2023-11-03 | +5.1% | +19.3% |
| 2024-02-23 | +2.4% | -5.3% |
| 2024-05-08 | +3.5% | +0.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SPG's latest 8-K filings: 2026-05-15 (items 5.07); 2026-05-11 (items 2.02, 7.01, 9.01); 2026-03-24 (items 5.02, 7.01, 9.01); 2026-03-05 (items 1.01, 2.03, 9.01); 2026-02-05 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.