Last 7 days
0.7%
Last 30 days
5.6%
Last 90 days
-0.8%
Trailing 12 Months
41.0%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 5.8B | 0 | 0 | 0 |
2023 | 5.3B | 5.4B | 5.5B | 5.7B |
2022 | 5.2B | 5.2B | 5.2B | 5.3B |
2021 | 4.5B | 4.7B | 4.9B | 5.1B |
2020 | 5.7B | 5.3B | 5.0B | 4.6B |
2019 | 5.7B | 5.7B | 5.7B | 5.8B |
2018 | 5.6B | 5.6B | 5.6B | 5.6B |
2017 | 5.4B | 5.5B | 5.5B | 5.5B |
2016 | 5.4B | 5.4B | 5.4B | 5.4B |
2015 | 4.9B | 5.1B | 5.2B | 5.3B |
2014 | 4.6B | 4.7B | 4.8B | 4.9B |
2013 | 4.8B | 4.7B | 4.6B | 4.5B |
2012 | 4.4B | 4.6B | 4.7B | 4.9B |
2011 | 4.1B | 4.2B | 4.3B | 4.3B |
2010 | 3.8B | 3.8B | 3.9B | 4.0B |
2009 | 3.8B | 3.8B | 3.8B | 3.8B |
2008 | 0 | 3.7B | 3.7B | 3.8B |
2007 | 0 | 0 | 0 | 3.7B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed S&P 500 Index
Grufity's Fair Value model takes all the S&P 500 stocks and divides them into separate buckets based on their attractiveness. The 'Very Cheap' bucket of S&P 500 has greatly outperformed S&P 500 Index. Conversely, S&P500 stocks considered 'Very Expensive' by the model underperformed the S&P500 index in the past three years. Grufity Fair Value is available for 2300+ stocks, including 90% of S&P 500 stocks. Grufity's Fair Value Model separates high-return stocks from low-return stocks.
Returns of $10,000 invested in:
Very Cheap Stocks: $17,289
S&P 500 Index: $12,922
Very Expensive Stocks: $11,022
Grufity's Fair Value model does a great job in separating High Performing Stocks from Low Performing ones in the S&P 500 list.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
May 08, 2024 | aeppel glyn | acquired | - | - | 1,312 | - |
May 08, 2024 | jones nina p | acquired | - | - | 1,277 | - |
May 08, 2024 | glasscock larry c | acquired | - | - | 1,486 | - |
May 08, 2024 | lewis randall j | acquired | - | - | 1,277 | - |
May 08, 2024 | hubbard allan b | acquired | - | - | 1,312 | - |
May 08, 2024 | smith daniel c. | acquired | - | - | 1,277 | - |
May 08, 2024 | selig stefan m | acquired | - | - | 1,329 | - |
May 08, 2024 | rodkin gary m | acquired | - | - | 1,259 | - |
May 08, 2024 | leibowitz reuben s | acquired | - | - | 1,399 | - |
May 08, 2024 | stewart marta r | acquired | - | - | 1,347 | - |
Which funds bought or sold SPG recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 17, 2024 | Kozak & Associates, Inc. | added | 10.9 | 5,062 | 43,788 | 0.01% |
May 17, 2024 | New Covenant Trust Company, N.A. | new | - | 16,431 | 16,431 | 0.02% |
May 17, 2024 | Plato Investment Management Ltd | added | 2,869 | 2,044,730 | 2,109,480 | 0.22% |
May 17, 2024 | CCM INVESTMENT ADVISERS LLC | reduced | -5.25 | 79,877 | 2,103,220 | 0.25% |
May 17, 2024 | Aspect Partners, LLC | added | 3.51 | 1,102 | 9,233 | 0.01% |
May 16, 2024 | Slagle Financial, LLC | new | - | 1,468,560 | 1,468,560 | 0.80% |
May 16, 2024 | JANE STREET GROUP, LLC | reduced | -6.86 | 332,735 | 15,539,300 | -% |
May 16, 2024 | KLCM Advisors, Inc. | reduced | -47.71 | -191,190 | 257,270 | 0.03% |
May 16, 2024 | Beacon Capital Management, LLC | unchanged | - | 15,216 | 49,138 | 0.01% |
May 16, 2024 | Mango Five Family, Inc. | sold off | -100 | -99,848 | - | -% |
Unveiling Simon Property Group Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Simon Property Group Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | -5.6% | 1,443 | 1,527 | 1,411 | 1,370 | 1,351 | 1,400 | 1,316 | 1,280 | 1,296 | 1,326 | 1,297 | 1,254 | 1,240 | 1,131 | 1,061 | 1,062 | 1,353 | 1,489 | 1,417 | 1,397 | 1,453 |
Costs and Expenses | -3.8% | 707 | 735 | 717 | 712 | 688 | 716 | 664 | 653 | 676 | 735 | 684 | 649 | 635 | 669 | 657 | 611 | 698 | 707 | 711 | 717 | 708 |
S&GA Expenses | -100.0% | - | 10.00 | 9.00 | 10.00 | 9.00 | 10.00 | 8.00 | 9.00 | 8.00 | 10.00 | 7.00 | 7.00 | 7.00 | 5.00 | 3.00 | 7.00 | 7.00 | 7.00 | 8.00 | 10.00 | 9.00 |
Interest Expenses | 2.5% | 231 | 225 | 212 | 218 | 199 | 201 | 188 | 187 | 185 | 194 | 200 | 200 | 202 | 198 | 202 | 197 | 188 | 190 | 202 | 198 | 199 |
Net Income | -2.1% | 841 | 859 | 681 | 558 | 519 | 773 | 622 | 569 | 488 | 574 | 779 | 706 | 510 | 313 | 169 | 291 | 505 | 590 | 629 | 572 | 632 |
Net Income Margin | 10.5% | 0.51* | 0.46* | 0.46* | 0.45* | 0.46* | 0.46* | 0.43* | 0.46* | 0.49* | 0.50* | 0.47* | 0.36* | 0.29* | 0.28* | 0.31* | 0.38* | 0.41* | 0.42* | 0.47* | - | - |
Free Cashflow | -25.4% | 773 | 1,037 | 936 | 1,129 | 829 | 932 | 942 | 1,101 | 792 | 885 | 875 | 1,002 | 876 | 895 | 617 | 73.00 | 741 | 960 | 961 | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | -1.7% | 33,697 | 34,283 | 32,965 | 32,819 | 33,298 | 33,011 | 32,795 | 33,079 | 33,451 | 33,777 | 33,946 | 34,828 | 34,412 | 34,787 | 31,662 | 34,026 | 34,121 | 31,232 | 33,844 | 30,733 | 30,842 |
Cash Equivalents | 7.0% | 1,251 | 1,169 | 769 | 837 | 1,155 | 622 | 602 | 541 | 515 | 534 | 438 | 1,291 | 936 | 1,012 | 1,082 | 3,306 | 3,725 | 669 | 3,647 | 480 | 437 |
Liabilities | -2.2% | 29,935 | 30,596 | 29,352 | 29,292 | 29,621 | 29,187 | 28,759 | 28,982 | 29,161 | 29,377 | 29,518 | 30,613 | 30,384 | 31,129 | 29,458 | 31,503 | 31,398 | 28,101 | 30,537 | 27,138 | 26,916 |
Long Term Debt | -2.0% | 25,519 | 26,033 | 115 | 24,990 | 25,570 | 24,960 | 24,640 | 24,886 | 25,170 | 180 | 25,584 | 26,232 | - | 26,723 | 25,140 | 500 | 27,553 | 24,163 | 26,644 | 23,325 | 23,186 |
Shareholder's Equity | 18.6% | 3,585 | 3,023 | 2,953 | 3,301 | 3,453 | 3,139 | 3,477 | 3,531 | 3,733 | 3,853 | 3,875 | 3,707 | 3,516 | 3,472 | 2,016 | 2,335 | 2,511 | 2,911 | 3,080 | 3,364 | 3,700 |
Retained Earnings | 1.8% | -5,987 | -6,095 | -6,218 | -6,189 | -6,069 | -5,926 | -6,046 | -6,012 | -5,948 | -5,823 | -5,789 | -5,931 | -6,087 | -6,102 | -5,953 | -5,703 | -5,583 | -5,379 | -5,223 | -5,122 | -4,979 |
Additional Paid-In Capital | -0.3% | 11,371 | 11,406 | 11,393 | 11,211 | 11,231 | 11,233 | 11,231 | 11,218 | 11,214 | 11,213 | 11,201 | 11,194 | 11,177 | 11,180 | 9,762 | 9,763 | 9,768 | 9,756 | 9,748 | 9,723 | 9,706 |
Shares Outstanding | - | - | - | 326 | 327 | 327 | - | 327 | 327 | 329 | - | 329 | 329 | 329 | - | 306 | 306 | 306 | - | 307 | 308 | 309 |
Minority Interest | 2.1% | 478 | 469 | 458 | 429 | 449 | 473 | 456 | 460 | 477 | 492 | 497 | 476 | 452 | 433 | 263 | 306 | 329 | 385 | 408 | 444 | 487 |
Float | - | - | - | - | 37,467 | - | - | - | 30,812 | - | - | - | 42,527 | - | - | - | 20,734 | - | - | - | 48,849 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | -25.4% | 773 | 1,037 | 936 | 1,129 | 829 | 932 | 942 | 1,101 | 792 | 885 | 875 | 1,002 | 876 | 895 | 617 | 73.00 | 741 | 960 | 961 | 1,050 | 837 |
Cashflow From Investing | 179.6% | 693 | -870 | -179 | -153 | -159 | -262 | -137 | -126 | -99.90 | -53.90 | -166 | -194 | -138 | -3,518 | -111 | -134 | -213 | -490 | -284 | -188 | -113 |
Cashflow From Financing | -692.2% | -1,384 | 234 | -824 | -1,294 | -135 | -649 | -743 | -947 | -710 | -735 | -1,560 | -452 | -813 | 2,553 | -2,729 | -356 | 2,528 | -3,446 | 2,491 | -819 | -801 |
Buy Backs | -100.0% | - | 35.00 | - | - | - | - | 36.00 | - | - | - | - | - | - | - | - | - | 153 | - | 179 | 174 | 8.00 |
Unaudited Consolidated Statements of Operations and Comprehensive Income - USD ($) $ in Thousands | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |
REVENUE: | ||
Lease income | $ 1,302,671 | $ 1,248,185 |
Management fees and other revenues | 29,455 | 28,949 |
Other income | 110,464 | 73,715 |
Total revenue | 1,442,590 | 1,350,849 |
EXPENSES: | ||
Property operating | 126,114 | 111,748 |
Depreciation and amortization | 307,369 | 307,059 |
Real estate taxes | 109,210 | 111,159 |
Repairs and maintenance | 25,728 | 22,174 |
Advertising and promotion | 28,081 | 24,159 |
Home and regional office costs | 60,723 | 56,820 |
General and administrative | 9,132 | 9,107 |
Other | 41,053 | 45,900 |
Total operating expenses | 707,410 | 688,126 |
OPERATING INCOME BEFORE OTHER ITEMS | 735,180 | 662,723 |
Interest expense | (230,623) | (199,429) |
Gain on disposal, exchange, or revaluation of equity interests, net (Notes 3 and 6) | 414,769 | |
Income and other tax (expense) benefit | (47,603) | 13,453 |
(Loss) income from unconsolidated entities | (34,342) | 21,900 |
Unrealized (losses) gains in fair value of publicly traded equity instruments and derivative instrument, net | (7,192) | 20,608 |
Gain on acquisition of controlling interest, sale or disposal of, or recovery on, assets and interests in unconsolidated entities and impairment, net | 10,966 | |
CONSOLIDATED NET INCOME | 841,155 | 519,255 |
Net income attributable to noncontrolling interests | 108,619 | 66,594 |
Preferred dividends | 834 | 834 |
NET INCOME ATTRIBUTABLE TO COMMON STOCKHOLDERS | $ 731,702 | $ 451,827 |
BASIC AND DILUTED EARNINGS PER COMMON SHARE: | ||
Net income attributable to common stockholders - basic (in dollars per share) | $ 2.25 | $ 1.38 |
Net income attributable to common stockholders - diluted (in dollars per share) | $ 2.25 | $ 1.38 |
Consolidated Net Income | $ 841,155 | $ 519,255 |
Unrealized gain on derivative hedge agreements | 27,744 | 5,672 |
Net gain reclassified from accumulated other comprehensive loss into earnings | (1,611) | (501) |
Currency translation adjustments | (17,429) | (751) |
Changes in available-for-sale securities and other | (626) | 194 |
Comprehensive income | 849,233 | 523,869 |
Comprehensive income attributable to noncontrolling interests | 109,705 | 67,189 |
Comprehensive income attributable to common stockholders | 739,528 | 456,680 |
Simon Property Group, L.P. | ||
REVENUE: | ||
Lease income | 1,302,671 | 1,248,185 |
Management fees and other revenues | 29,455 | 28,949 |
Other income | 110,464 | 73,715 |
Total revenue | 1,442,590 | 1,350,849 |
EXPENSES: | ||
Property operating | 126,114 | 111,748 |
Depreciation and amortization | 307,369 | 307,059 |
Real estate taxes | 109,210 | 111,159 |
Repairs and maintenance | 25,728 | 22,174 |
Advertising and promotion | 28,081 | 24,159 |
Home and regional office costs | 60,723 | 56,820 |
General and administrative | 9,132 | 9,107 |
Other | 41,053 | 45,900 |
Total operating expenses | 707,410 | 688,126 |
OPERATING INCOME BEFORE OTHER ITEMS | 735,180 | 662,723 |
Interest expense | (230,623) | (199,429) |
Gain on disposal, exchange, or revaluation of equity interests, net (Notes 3 and 6) | 414,769 | |
Income and other tax (expense) benefit | (47,603) | 13,453 |
(Loss) income from unconsolidated entities | (34,342) | 21,900 |
Unrealized (losses) gains in fair value of publicly traded equity instruments and derivative instrument, net | (7,192) | 20,608 |
Gain on acquisition of controlling interest, sale or disposal of, or recovery on, assets and interests in unconsolidated entities and impairment, net | 10,966 | |
CONSOLIDATED NET INCOME | 841,155 | 519,255 |
Net income attributable to noncontrolling interests | (1,470) | 762 |
Preferred dividends | 1,266 | 1,313 |
NET INCOME ATTRIBUTABLE TO COMMON STOCKHOLDERS | 841,359 | 517,180 |
NET INCOME ATTRIBUTABLE TO UNITHOLDERS ATTRIBUTABLE TO: | ||
General Partner | 731,702 | 451,827 |
Limited Partners | $ 109,657 | $ 65,353 |
BASIC AND DILUTED EARNINGS PER COMMON SHARE: | ||
Net income attributable to common stockholders - basic (in dollars per share) | $ 2.25 | $ 1.38 |
Net income attributable to common stockholders - diluted (in dollars per share) | $ 2.25 | $ 1.38 |
Consolidated Net Income | $ 841,155 | $ 519,255 |
Unrealized gain on derivative hedge agreements | 27,744 | 5,672 |
Net gain reclassified from accumulated other comprehensive loss into earnings | (1,611) | (501) |
Currency translation adjustments | (17,429) | (751) |
Changes in available-for-sale securities and other | (626) | 194 |
Comprehensive income | 849,233 | 523,869 |
Comprehensive income attributable to noncontrolling interests | 145 | 190 |
Comprehensive income attributable to common stockholders | $ 849,088 | $ 523,679 |
Unaudited Consolidated Balance Sheets - USD ($) $ in Thousands | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
ASSETS: | ||
Investment properties, at cost | $ 39,494,402 | $ 39,285,138 |
Less - accumulated depreciation | 18,014,303 | 17,716,788 |
Investment properties, at cost, net | 21,480,099 | 21,568,350 |
Cash and cash equivalents | 1,251,105 | 1,168,991 |
Short-term investments | 1,300,000 | 1,000,000 |
Tenant receivables and accrued revenue, net | 793,437 | 826,126 |
Right-of-use assets, net | 524,920 | 484,073 |
Deferred costs and other assets | 1,124,834 | 1,117,716 |
Total assets | 33,696,691 | 34,283,495 |
LIABILITIES: | ||
Mortgages and unsecured indebtedness | 25,519,340 | 26,033,423 |
Accounts payable, accrued expenses, intangibles, and deferred revenues | 1,527,859 | 1,693,248 |
Cash distributions and losses in unconsolidated entities, at equity | 1,724,494 | 1,760,922 |
Dividend payable | 1,412 | 1,842 |
Lease liabilities | 525,681 | 484,861 |
Other liabilities | 635,781 | 621,601 |
Total liabilities | 29,934,567 | 30,595,897 |
Commitments and contingencies | ||
Limited partners' preferred interest in the Operating Partnership and noncontrolling redeemable interests | 177,528 | 195,949 |
Capital stock (850,000,000 total shares authorized, $0.0001 par value, 238,000,000 shares of excess common stock, 100,000,000 authorized shares of preferred stock): | ||
Series J 83/8% cumulative redeemable preferred stock, 1,000,000 shares authorized, 796,948 issued and outstanding with a liquidation value of $39,847 | 41,024 | 41,106 |
Capital in excess of par value | 11,370,740 | 11,406,236 |
Accumulated deficit | (5,987,514) | (6,095,576) |
Accumulated other comprehensive loss | (165,796) | (172,787) |
Common stock held in treasury, at cost, 16,960,060 and 16,983,364 shares, respectively | (2,152,382) | (2,156,178) |
Total stockholders' equity | 3,106,105 | 3,022,834 |
Noncontrolling interests | 478,491 | 468,815 |
Total equity | 3,584,596 | 3,491,649 |
Total liabilities and equity | 33,696,691 | 34,283,495 |
TRG | ||
ASSETS: | ||
Investment, at equity | 3,004,129 | 3,049,719 |
Klepierre | ||
ASSETS: | ||
Investment, at equity | 1,447,515 | 1,527,872 |
Unconsolidated Investments excluding Klepierre and TRG | ||
ASSETS: | ||
Investment, at equity | 2,770,652 | 3,540,648 |
Simon Property Group, L.P. | ||
ASSETS: | ||
Investment properties, at cost | 39,494,402 | 39,285,138 |
Less - accumulated depreciation | 18,014,303 | 17,716,788 |
Investment properties, at cost, net | 21,480,099 | 21,568,350 |
Cash and cash equivalents | 1,251,105 | 1,168,991 |
Short-term investments | 1,300,000 | 1,000,000 |
Tenant receivables and accrued revenue, net | 793,437 | 826,126 |
Right-of-use assets, net | 524,920 | 484,073 |
Deferred costs and other assets | 1,124,834 | 1,117,716 |
Total assets | 33,696,691 | 34,283,495 |
LIABILITIES: | ||
Mortgages and unsecured indebtedness | 25,519,340 | 26,033,423 |
Accounts payable, accrued expenses, intangibles, and deferred revenues | 1,527,859 | 1,693,248 |
Cash distributions and losses in unconsolidated entities, at equity | 1,724,494 | 1,760,922 |
Dividend payable | 1,412 | 1,842 |
Lease liabilities | 525,681 | 484,861 |
Other liabilities | 635,781 | 621,601 |
Total liabilities | 29,934,567 | 30,595,897 |
Commitments and contingencies | ||
Limited partners' preferred interest in the Operating Partnership and noncontrolling redeemable interests | 177,528 | 195,949 |
Capital stock (850,000,000 total shares authorized, $0.0001 par value, 238,000,000 shares of excess common stock, 100,000,000 authorized shares of preferred stock): | ||
Preferred units, 796,948 units outstanding. Liquidation value of $39,847 | 41,024 | 41,106 |
General Partner, 325,943,826 and 325,920,522 units outstanding, respectively | 3,065,081 | 2,981,728 |
Limited Partners, 48,844,151 and 48,913,717 units outstanding, respectively | 459,316 | 447,494 |
Total partners' equity | 3,565,421 | 3,470,328 |
Nonredeemable noncontrolling interests in properties, net | 19,175 | 21,321 |
Total equity | 3,584,596 | 3,491,649 |
Total liabilities and equity | 33,696,691 | 34,283,495 |
Simon Property Group, L.P. | TRG | ||
ASSETS: | ||
Investment, at equity | 3,004,129 | 3,049,719 |
Simon Property Group, L.P. | Klepierre | ||
ASSETS: | ||
Investment, at equity | 1,447,515 | 1,527,872 |
Simon Property Group, L.P. | Unconsolidated Investments excluding Klepierre and TRG | ||
ASSETS: | ||
Investment, at equity | 2,770,652 | 3,540,648 |
Common stock | ||
Capital stock (850,000,000 total shares authorized, $0.0001 par value, 238,000,000 shares of excess common stock, 100,000,000 authorized shares of preferred stock): | ||
Common stock | $ 33 | $ 33 |