What smart money is saying about Simon Property Group, Inc.
No fund has written a full thesis on Simon Property Group, Inc. in our archive, but 3 fund letters report a position in it, most recently Baron Real Estate Income Fund in September 2026.
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Position history
Between Q3 2025 and Q3 2026, 3 fund letters reported a position in Simon Property Group, Inc., with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 1 | 0 | 1 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 1 move
- September 2026
“Mall REITs (7.1%) • We remain positive about mall REITs, particularly The Macerich Company and Simon Property Group, Inc.”
Simon Property Group, Inc. - June 2026
“Mall REITs (8.1%) We remain positive about mall REITs, particularly The Macerich Company and Simon Property Group, Inc.”
Simon Property Group, Inc. - September 2025
“Simon Property Group Inc. (SPG; Real Estate) MSCI ESG Overall Score: BB Simon Property Group, headquartered in Indianapolis, IN, is a real estate investment trust (REIT) that owns and operates over 240 shopping malls, dining, entertainment, and mixed-use properties, both in the U.S. (96% of revenues) and internationally (4%). The primary catalyst was restructuring /cost cutting and new products/markets. After weathering possibly an existential threat from the COVID-19 pandemic, Simon now finds itself with a stronger and resilient tenant base, with increasing demand for A-rated malls which are its core holdings. In 2020, Simon made direct investments in several troubled retailers, such as Forever 21, Lucky Brands, and Brooks Brothers, which it steadily divested over time at significant profits. After robust bounce following the pandemic, its growth is normalizing back down to low single-digit funds from operations (FFO) growth. With the catalysts having largely played out, the position was completely sold.”
Simon Property Group, Inc.
Also mentioned · 1
These funds discuss Simon Property Group, Inc. as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedBaron Real Estate Income StrategyJune 2026
“Mall REITs (8.1%) We remain positive about mall REITs, particularly The Macerich Company and Simon Property Group, Inc.”
Simon Property Group, Inc.
Read the letters behind these Simon Property Group, Inc. positions
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