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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barry Investment Advisors's SPG Position: Q2 2026 in Review

Barry Investment Advisors reduced its Simon Property Group (SPG) stake by 1.3% in Q2 2026, selling an estimated $3.7K and leaving 1,399 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #72.

Barry Investment Advisors first reported a position in SPG in Q3 2019 and has held it in 16 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Barry Investment Advisors held 1,399 shares of Simon Property Group worth $313K as of Q2 2026.
  • Barry Investment Advisors sold 18 Simon Property Group shares in Q2 2026, an estimated $3.7K.
  • Simon Property Group made up 0.07% of Barry Investment Advisors's portfolio in Q2 2026, its #72 holding.
  • Barry Investment Advisors first reported a position in Simon Property Group in Q3 2019 and has held it in 16 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.