Barry Investment Advisors, LLC
Position in SPG — Simon Property Group Inc.
CIK 1631639
NEW BEDFORD, MA
Position in SPG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$312,886
+$48,573 QoQ
Shares Held
1,399
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#926
of 1,358 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Barry Investment Advisors, LLC holds $312,886 across 1 REIT - Retail name. SPG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
This page
|
1,399 | $312,886 |
All Filings in SPG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,886 | 1,399 | Shares | Other | 2026-07-09 | |
| 2026-03-31 | $264,313 | 1,417 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $262,300 | 1,417 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $265,928 | 1,417 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $226,189 | 1,407 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $231,681 | 1,395 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $238,855 | 1,387 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $234,599 | 1,388 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $253,657 | 1,671 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $255,704 | 1,634 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $233,073 | 1,634 | Shares | Other | 2024-02-09 | |
| 2023-03-31 | $254,507 | 2,273 | Shares | Other | 2023-04-28 | |
| 2022-12-31 | $278,662 | 2,372 | Shares | Other | 2023-01-26 | |
| 2021-06-30 | $212,682 | 1,630 | Shares | Other | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||