Position in BFS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$74,780
+$9,620 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#129
of 193 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BFS Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026WHITTIER TRUST CO holds $4,222,669 across 13 REIT - Retail names. BFS ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
15,038 | $3,363,248 | |
| 2 | O |
Realty Income Corp
|
6,467 | $400,695 | |
| 3 | FRT |
Federal Realty Investment Trust
|
1,000 | $123,440 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
2,500 | $104,050 | |
| 5 | BFS |
Saul Centers, Inc.
This page
|
2,000 | $74,780 | |
| 6 | NNN |
Nnn REIT, Inc.
|
1,459 | $67,887 | |
| 7 | FCPT |
Four Corners Property Trust, Inc.
|
900 | $22,095 | |
| 8 | MAC |
Macerich Co
|
822 | $20,706 |
All Filings in BFS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,780 | 2,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $65,160 | 2,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $63,060 | 2,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $63,740 | 2,000 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $68,280 | 2,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $72,140 | 2,000 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $77,600 | 2,000 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $83,920 | 2,000 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $73,540 | 2,000 | Shares | Sole | 2024-07-29 | |
| 2023-03-31 | $1,404 | 36 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,464 | 36 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,350 | 36 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,695 | 36 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,897 | 36 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,908 | 36 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,586 | 36 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,636 | 36 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,443 | 36 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,140 | 36 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $956 | 36 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,161 | 36 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,178 | 36 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||