Simon Property Ownership

SPG Stock  USD 152.45  3.14  2.10%   
The majority of Simon Property Group outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in Simon Property to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in Simon Property Group. Please pay attention to any change in the institutional holdings of Simon Property Group as this could imply that something significant has changed or is about to change at the company. Please note that on March 6, 2024, Representative Ro Khanna of US Congress acquired under $15k worth of Simon Property Group's common stock.
 
Shares in Circulation  
First Issued
2009-03-31
Previous Quarter
327 M
Current Value
326 M
Avarage Shares Outstanding
308.7 M
Quarterly Volatility
18.1 M
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Simon Property in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Simon Property, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
At this time, Simon Property's Dividend Paid And Capex Coverage Ratio is most likely to slightly decrease in the upcoming years. The current Common Stock Shares Outstanding is estimated to decrease to about 252.1 M. The current Net Income Applicable To Common Shares is estimated to decrease to about 1.2 B.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Simon Property Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey.

Simon Stock Ownership Analysis

About 91.0% of the company shares are owned by institutional investors. The company recorded earning per share (EPS) of 7.85. Simon Property Group last dividend was issued on the 7th of June 2024. The entity had 1063:1000 split on the 29th of May 2014. Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an SP 100 company . Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annual sales. Simon Property operates under REITRetail classification in the United States and is traded on New York Stock Exchange. It employs 2400 people. To find out more about Simon Property Group contact David Simon at 317 636 1600 or learn more at https://www.simon.com.
Besides selling stocks to institutional investors, Simon Property also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Simon Property's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Simon Property's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Simon Property Quarterly Liabilities And Stockholders Equity

33.7 Billion

Simon Property Insider Trades History

Less than 1% of Simon Property Group are currently held by insiders. Unlike Simon Property's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Simon Property's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Simon Property's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Simon Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Simon Property is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Simon Property Group backward and forwards among themselves. Simon Property's institutional investor refers to the entity that pools money to purchase Simon Property's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
T. Rowe Price Associates, Inc.2024-03-31
4.4 M
Nuveen Asset Management, Llc2024-03-31
4.4 M
Daiwa Securities Group Inc2024-03-31
4.2 M
Northern Trust Corp2024-03-31
3.9 M
Charles Schwab Investment Management Inc2024-03-31
3.6 M
Amvescap Plc.2024-03-31
3.4 M
Deutsche Bank Ag2024-03-31
2.8 M
Ubs Asset Mgmt Americas Inc2024-03-31
2.7 M
Bank Of New York Mellon Corp2024-03-31
2.5 M
Vanguard Group Inc2024-03-31
46.4 M
Blackrock Inc2024-03-31
33.8 M
Note, although Simon Property's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Simon Property Group Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Simon Property insiders, such as employees or executives, is commonly permitted as long as it does not rely on Simon Property's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Simon Property insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Simon Property's latest congressional trading

Congressional trading in companies like Simon Property Group, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Simon Property by those in governmental positions are based on the same information available to the general public.
2024-03-06Representative Ro KhannaAcquired Under $15KVerify
2024-02-15Representative Victoria SpartzAcquired Under $15KVerify
2024-02-05Representative Ro KhannaAcquired Under $15KVerify
2024-01-16Representative William R KeatingAcquired $15K to $50KVerify
2023-08-22Representative Victoria SpartzAcquired $15K to $50KVerify
2023-05-10Representative Victoria SpartzAcquired Under $15KVerify
2023-04-30Representative Victoria SpartzAcquired $15K to $50KVerify
2023-01-12Representative Victoria SpartzAcquired $15K to $50KVerify
2022-12-21Representative Victoria SpartzAcquired $15K to $50KVerify
2022-09-12Representative Victoria SpartzAcquired $15K to $50KVerify
2022-05-16Representative Victoria SpartzAcquired $15K to $50KVerify
2022-02-08Representative Victoria SpartzAcquired $15K to $50KVerify
2021-11-15Senator Pat ToomeyAcquired Under $15KVerify
2021-10-06Representative Victoria SpartzAcquired $15K to $50KVerify
2021-09-27Representative Victoria SpartzAcquired $15K to $50KVerify
2021-07-05Senator Gary PetersAcquired Under $15KVerify
2021-06-20Representative Victoria SpartzAcquired $500,001 - $1,000,000Verify
2021-02-20Representative Victoria SpartzAcquired Under $15KVerify
2020-01-10Representative Gilbert CisnerosAcquired Under $15KVerify
2017-06-23Senator Gary PetersAcquired Under $15KVerify
2017-06-22Senator Gary PetersAcquired Under $15KVerify
2017-05-04Senator John HoevenAcquired $100K to $250KVerify
2017-05-03Senator John HoevenAcquired $100K to $250KVerify
2017-01-17Senator Gary PetersAcquired Under $15KVerify
2017-01-16Senator Gary PetersAcquired Under $15KVerify
2017-01-04Senator John HoevenAcquired $100K to $250KVerify

Simon Property Outstanding Bonds

Simon Property issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Simon Property Group uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Simon bonds can be classified according to their maturity, which is the date when Simon Property Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Simon Property Corporate Filings

F4
2nd of July 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
13th of June 2024
Other Reports
ViewVerify
8K
29th of May 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
10Q
7th of May 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify

Currently Active Assets on Macroaxis

Additional Information and Resources on Investing in Simon Stock

When determining whether Simon Property Group is a strong investment it is important to analyze Simon Property's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Simon Property's future performance. For an informed investment choice regarding Simon Stock, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Simon Property Group. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey.
You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
Is Retail REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Simon Property. If investors know Simon will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Simon Property listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.627
Dividend Share
7.6
Earnings Share
7.85
Revenue Per Share
17.61
Quarterly Revenue Growth
0.068
The market value of Simon Property Group is measured differently than its book value, which is the value of Simon that is recorded on the company's balance sheet. Investors also form their own opinion of Simon Property's value that differs from its market value or its book value, called intrinsic value, which is Simon Property's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Simon Property's market value can be influenced by many factors that don't directly affect Simon Property's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Simon Property's value and its price as these two are different measures arrived at by different means. Investors typically determine if Simon Property is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Simon Property's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.