Simon Property Group (SPG) — What Changed

Material changes in the AI committee's view · 20 events tracked · Detected nightly

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2026-07-31 MAJOR
▼ Agreement Shift

SPG's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 1 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-31 MINOR
▼ Score Change

SPG's Committee score moved from 57.64 to 54.64 (-3.00, 1 day(s) apart).

57.64 → 54.64 (-3.0)

2026-07-31 MATERIAL
— Conviction Change

SPG's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-30 MINOR
▼ Score Change

SPG's Committee score moved from 57.90 to 57.64 (-0.26, 1 day(s) apart).

57.90 → 57.64 (-0.3)

2026-07-28 MAJOR
▲ Agreement Shift

SPG's Committee agreement moved from 42.90% to 60.00% (+17.10pp, 1 day(s) apart).

42.90 → 60.00 (+17.1)

2026-07-28 MINOR
▲ Score Change

SPG's Committee score moved from 56.54 to 57.90 (+1.36, 1 day(s) apart).

56.54 → 57.90 (+1.4)

2026-07-28 MATERIAL
— Conviction Change

SPG's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-24 MINOR
▲ Score Change

SPG's Committee score moved from 54.75 to 55.11 (+0.36, 1 day(s) apart).

54.75 → 55.11 (+0.4)

2026-07-19 MINOR
▼ Score Change

SPG's Committee score moved from 54.39 to 54.34 (-0.05, 1 day(s) apart).

54.39 → 54.34 (-0.1)

2026-07-18 MINOR
▼ Score Change

SPG's Committee score moved from 55.77 to 54.39 (-1.38, 1 day(s) apart).

55.77 → 54.39 (-1.4)

2026-07-17 MINOR
▲ Score Change

SPG's Committee score moved from 55.72 to 55.77 (+0.05, 1 day(s) apart).

55.72 → 55.77 (+0.1)

2026-07-16 MAJOR
▼ Agreement Shift

SPG's Committee agreement moved from 60.00% to 42.90% (-17.10pp, 1 day(s) apart).

60.00 → 42.90 (-17.1)

2026-07-16 MINOR
▼ Score Change

SPG's Committee score moved from 59.26 to 55.72 (-3.54, 1 day(s) apart).

59.26 → 55.72 (-3.5)

2026-07-16 MATERIAL
— Conviction Change

SPG's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-15 MAJOR
▼ Agreement Shift

SPG's Committee agreement moved from 80.00% to 60.00% (-20.00pp, 1 day(s) apart).

80.00 → 60.00 (-20.0)

2026-07-15 MINOR
▲ Score Change

SPG's Committee score moved from 58.84 to 59.26 (+0.42, 1 day(s) apart).

58.84 → 59.26 (+0.4)

2026-07-15 MATERIAL
— Conviction Change

SPG's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-07-14 MAJOR
▲ Agreement Shift

SPG's Committee agreement moved from 42.90% to 80.00% (+37.10pp, 1 day(s) apart).

42.90 → 80.00 (+37.1)

2026-07-14 MINOR
▲ Score Change

SPG's Committee score moved from 58.28 to 58.84 (+0.56, 1 day(s) apart).

58.28 → 58.84 (+0.6)

2026-07-14 MAJOR
— Conviction Change

SPG's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →