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Barry Investment Advisors’s Simon Property Group SPG Stock Holding History

Barry Investment Advisors’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$281K Hold
1,399
– – 0.05% 76
2026
Q2 		$313K Sell
1,399
-18
-1% -$3.7K 0.07% 72
2026
Q1 		$264K Hold
1,417
– – 0.06% 79
2025
Q4 		$262K Hold
1,417
– – 0.06% 78
2025
Q3 		$266K Buy
1,417
+10
+0.7% +$1.73K 0.06% 87
2025
Q2 		$226K Buy
1,407
+12
+0.9% +$1.9K 0.06% 95
2025
Q1 		$232K Buy
1,395
+8
+0.6% +$1.4K 0.06% 96
2024
Q4 		$239K Sell
1,387
-1
-0.1% -$176 0.08% 93
2024
Q3 		$235K Sell
1,388
-283
-17% -$44.8K 0.07% 103
2024
Q2 		$254K Buy
1,671
+37
+2% +$5.45K 0.09% 100
2024
Q1 		$259K Hold
1,634
– – 0.09% 101
2023
Q4 		$233K Buy
+1,634
New +$198K 0.08% 95
2023
Q2 		– Sell
-2,273
Closed -$255K – 123
2023
Q1 		$255K Sell
2,273
-99
-4% -$11.8K 0.08% 99
2022
Q4 		$279K Buy
+2,372
New +$264K 0.09% 95
2021
Q3 		– Sell
-1,630
Closed -$213K – 126
2021
Q2 		$213K Buy
+1,630
New +$203K 0.06% 112
2020
Q1 		– Sell
-1,816
Closed -$264K – 77
2019
Q4 		$264K Buy
1,816
+157
+9% +$23.5K 0.09% 57
2019
Q3 		$258K Buy
+1,659
New +$258K 0.09% 54

Other funds holding SPG

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Barry Investment Advisors's SPG Position: Q3 2026 in Review

Barry Investment Advisors held its Simon Property Group (SPG) position steady in Q3 2026 at 1,399 shares worth $281K. The position accounts for 0.05% of the portfolio, ranked #76.

Barry Investment Advisors first reported a position in SPG in Q3 2019 and has held it in 17 quarters since. The position peaked at $313K in Q2 2026. 115 funds tracked by Wall St. Rank hold SPG as of Q3 2026.

  • Barry Investment Advisors held 1,399 shares of Simon Property Group worth $281K as of Q3 2026.
  • Barry Investment Advisors left its Simon Property Group share count unchanged in Q3 2026.
  • Simon Property Group made up 0.05% of Barry Investment Advisors's portfolio in Q3 2026, its #76 holding.
  • Barry Investment Advisors first reported a position in Simon Property Group in Q3 2019 and has held it in 17 quarters since.
  • Barry Investment Advisors's Simon Property Group position peaked at $313K in Q2 2026.
  • 115 funds tracked by Wall St. Rank held Simon Property Group as of Q3 2026.

Based on Barry Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.