§ REAL ESTATE
USD · Real Estate

SPG

SIMON PROPERTY GROUP INC
USDSector · Real EstateMarket cap · $61.3BBeta · 1.42
LAST · MARKET CLOSE · OCT 05
201.67
+0.72 ▲ 0.36%PREV CLOSE · $200.95
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 200.90HIGH 202.52LOW 199.7452W 136.34 — 205.12
EVENTSOCT 01 · SMR BUYJUN 30 · EARNINGS −11.9%

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
681 increased/new, 478 decreased/exited (13F)
AC 13F Analysis
INSIDER
+$461K
11 txns · 90d

§ 04 · FUNDAMENTALS · THE BOOKS

P/E13.2P/B11.71
EPS (TTM)14.18Dividend4.88%
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
BlackRock, Inc.36.8M0.1%−1%
VANGUARD PORTFOLIO MANAGEMENT LLC23.1Mn/an/a
State Street20.9M0.1%−3%
VANGUARD CAPITAL MANAGEMENT LLC20.6Mn/an/a
Geode Capital Management10.8M0.1%+2%
WELLINGTON MANAGEMENT GROUP LLP9.1M0.3%+15%
◇ AC INTELLIGENCE

Top institutional owners for SPG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER2.5% · 0 holders
OTHER40.0% · 1,084 holders
DEALER / BANK20.4% · 90 holders
PASSIVE / INDEX18.4% · 16 holders
QUALITY / COMPOUNDER12.8% · 42 holders
INCOME / DEFENSIVE3.9% · 51 holders
TACTICAL / MACRO0.8% · 5 holders
DEEP VALUE0.7% · 1 holder
SYSTEMATIC / QUANT0.4% · 13 holders
ACTIVIST0.0% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderActionShares$ value
OCT 01STEWART MARTA RBUY199+$40K
OCT 01Smith Daniel C.BUY350+$71K
OCT 01SELIG STEFAN MBUY208+$42K
OCT 01Roe PeggyBUY88+$18K
OCT 01RODKIN GARY MBUY232+$47K
OCT 01LEWIS RANDALL JBUY65+$13K
◇ AC INTELLIGENCE

20 insider buys, 0 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES