Simon's A-mall portfolio continues to outperform, with leased occupancy at 95%+ and tenant sales productivity rising. Premium outlets segment a particular bright spot. Limited near-term re-rating; mall sector remains out of favor. Dividend yield supportive.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| O | Realty Income Corporation | 57 | +2% | ↑8% | NEUTRAL |
| CCI | Crown Castle Inc. | 57 | +1% | ↑8% | NEUTRAL |
| AMT | American Tower Corporation | 57 | +5% | ↑8% | EARLY |
| WELL | Welltower Inc. | 57 | +9% | ↑8% | EARLY |
| DLR | Digital Realty Trust, Inc. | 42 | +13% | ↑8% | EARLY |
| BDVDY | Barratt Developments PLC | 42 | +14% | ↑8% | EARLY |
| SPG | Simon Property Group, Inc. | 42 | +2% | ↑8% | NEUTRAL |
Simon Q1 2026 occupancy 95.6%, base rents +3% YoY
Estimates · Yahoo Finance · Not audited figures