Barnes Dennig Private Wealth Management’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$31.3K Buy
140
+38
+37% +$7.82K 0.03% 189
2026
Q1
$19K Sell
102
-27
-21% -$5.15K 0.02% 212
2025
Q4
$23.9K Buy
129
+51
+65% +$9.27K 0.02% 193
2025
Q3
$14.6K Sell
78
-13
-14% -$2.24K 0.02% 206
2025
Q2
$14.6K Buy
+91
New +$14.4K 0.02% 174

Other funds holding SPG

Barnes Dennig Private Wealth Management's SPG Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Simon Property Group (SPG) stake by 37% in Q2 2026, buying an estimated $7.82K and bringing the position to 140 shares worth $31.3K. The position accounts for 0.03% of the portfolio, ranked #189.

Barnes Dennig Private Wealth Management first reported a position in SPG in Q2 2025 and has held it in 5 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 140 shares of Simon Property Group worth $31.3K as of Q2 2026.
  • Barnes Dennig Private Wealth Management bought 38 Simon Property Group shares in Q2 2026, an estimated $7.82K.
  • Simon Property Group made up 0.03% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Simon Property Group in Q2 2025 and has held it in 5 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.