Simon Property (SPG) Long-Term Investments (2009 - 2026)
Simon Property (SPG) recorded Long-Term Investments of $5.56 billion in Q1 2026, down 20.2% from $6.97 billion a year earlier and down 5.3% from the prior quarter.
Simon Property (SPG) Long-Term Investments (2009 - 2026) Analysis & Trends
At the end of FY2025, Simon Property reported Long-Term Investments of $5.87 billion, down 17.6% from FY2024.
- Annual Long-Term Investments has a five-year compound annual growth rate of -5.5% (FY2020 to FY2025).
- Across earlier years, Long-Term Investments came in at $7.12 billion in FY2024 (-12.2%), $8.12 billion in FY2023, $98.8 million in FY2022 (-71.4%) and $345 million in FY2021 (-95.6%).
- The Q1 2026 figure is the lowest quarterly Long-Term Investments since Q4 2022.
- On a year-over-year basis, Long-Term Investments has declined for nine consecutive quarters, with an average decline of 10.1% over the last eight quarters.
- Over the past five years, the year-over-year decline in Long-Term Investments ranged from 0.0% (Q3 2022) to 95.6% (Q4 2021).
- Per Business Quant, the preceding three quarters came in at $5.87 billion (Q4 2025), $6.97 billion (Q3 2025) and $7.1 billion (Q2 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Welltower | 163.22 Bn | 144.72 Bn | 1.39 Bn | 2.00 Bn |
| 2 | Prologis | 123.33 Bn | 118.37 Bn | - | - |
| 3 | Simon Property | 64.64 Bn | 60.49 Bn | - | - |
| 4 | Realty Income | 51.06 Bn | 49.28 Bn | - | - |
| 5 | Public Storage | 50.23 Bn | 49.22 Bn | - | 364.79 Mn |
| 6 | Ventas | 40.92 Bn | 39.61 Bn | - | - |
| 7 | Extra Space Storage | 27.97 Bn | 27.97 Bn | 642.43 Mn | - |
| 8 | Vici Properties | 24.77 Bn | 22.89 Bn | 1.05 Bn | - |
| 9 | Vivmark Residential | 22.67 Bn | 22.45 Bn | - | 323.34 Mn |
| 10 | Essex Property Trust | 17.33 Bn | 17.10 Bn | - | 612.51 Mn |
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 5.56 Bn |
| Dec 31, 2025 | 5.87 Bn |
| Sep 30, 2025 | 6.97 Bn |
| Jun 30, 2025 | 7.10 Bn |
| Mar 31, 2025 | 6.97 Bn |
| Dec 31, 2024 | 7.12 Bn |
| Sep 30, 2024 | 7.00 Bn |
| Jun 30, 2024 | 7.16 Bn |
| Mar 31, 2024 | 7.32 Bn |
| Dec 31, 2023 | 8.12 Bn |
| Sep 30, 2023 | 8.18 Bn |
| Jun 30, 2023 | 7.96 Bn |
| Mar 31, 2023 | 8.04 Bn |
| Dec 31, 2022 | 98.80 Mn |
| Sep 30, 2022 | 345.00 Mn |
| Jun 30, 2022 | 345.00 Mn |
| Mar 31, 2022 | 345.00 Mn |
| Dec 31, 2021 | 345.00 Mn |
| Sep 30, 2021 | 345.00 Mn |
| Jun 30, 2021 | 345.00 Mn |
Simon Property Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=SPG&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "SPG", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=SPG&period=max&api_key=YOUR_API_KEY");
const data = await res.json();