Dec 31, 2025 • MarketBeat
BULLISH
Simon Property Group, Inc. $SPG Shares Acquired by VIRGINIA RETIREMENT SYSTEMS ET Al
VIRGINIA RETIREMENT SYSTEMS ET Al increased its stake in Simon Property Group (NYSE:SPG) by 2.7% in the third quarter, acquiring an additional 11,561 shares to own a total of 434,630 shares worth approximately $81.57 million. The company reported strong quarterly earnings, topping expectations, and raised its quarterly dividend to $2.20 per share, representing an annualized dividend of $8.80 with a yield of about 4.7%. Institutional investors and hedge funds collectively own 93.01% of Simon Property Group's stock.
Dec 30, 2025 • MarketBeat
SOMEWHAT-BULLISH
Simon Property Group, Inc. $SPG Stock Position Decreased by Fort Washington Investment Advisors Inc. OH
Fort Washington Investment Advisors Inc. OH reduced its stake in Simon Property Group (NYSE:SPG) by 9.3% in Q3, selling 17,951 shares and retaining 174,344 shares valued at $32.7 million. Despite this, other institutional investors increased their holdings, and overall institutional ownership stands at 93.01%. Simon Property Group exceeded Q3 earnings and revenue estimates and increased its quarterly dividend to $2.20 per share, representing an annualized yield of 4.7%.
Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
Public Storage: How a Humble Self-Storage Box Became a Data?Driven Real?Estate Machine
Public Storage (PSA) is transforming the self-storage industry into a high-margin, data-driven platform by integrating physical locations, software, and services. The company leverages a vast nationwide footprint, dynamic pricing, and digitized customer experiences to offer secure, flexible space with minimal friction. This approach creates a strong competitive edge through network effects, data-driven yield management, and a standardized, low-friction experience, positioning it as a structural winner in the self-storage REIT universe.
Dec 30, 2025 • AD HOC NEWS
NEUTRAL
VICI Properties Inc: High-Yield REIT Tests Investor Patience As Wall Street Sticks To ‘Buy’ Call
VICI Properties Inc. (VICI) offers a high dividend yield, attracting income investors, but its share price has remained largely flat over the past year. While Wall Street analysts maintain a "Buy" rating, citing reliable cash flows and long-term leases, the stock's performance reflects a tension between its generous payouts and investor skepticism regarding growth and tenant concentration. The REIT's future trajectory will largely depend on interest rate movements and its strategic acquisition execution.
Dec 30, 2025 • MarketBeat
SOMEWHAT-BULLISH
Pacer Advisors Inc. Has $5.76 Million Position in Simon Property Group, Inc. $SPG
Pacer Advisors Inc. increased its stake in Simon Property Group (NYSE:SPG) by 24.4%, owning 30,689 shares valued at $5.76 million. Simon Property Group reported strong quarterly financial results, beating analyst expectations for EPS and revenue, and provided positive FY2025 guidance. The company also raised its quarterly dividend to $2.20 per share, offering an annualized yield of 4.7%.
Dec 30, 2025 • Investing.com
NEUTRAL
Tesla’s compilation of analyst delivery estimates shows 15% drop in Q4
Tesla has published analyst estimates for Q4 vehicle deliveries, indicating a 15% decline from last year with 422,850 cars, which is lower than Bloomberg's average. This marks the first time Tesla has shared these figures on its investor relations page, and the company is projected to face its second consecutive annual sales decline. Despite the slump, Tesla's stock is set to end the year with gains, though it lags behind the S&P 500's performance.