Position in BFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,384,468
+$1,526,659 QoQ
Shares Held
90,518
+58.7% QoQ
Ownership
0.366%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 193 holders
Holding Since
Sep 2020
14 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, 2026TWO SIGMA INVESTMENTS, LP holds $1,088,943,205 across 24 REIT - Retail names. BFS ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADC |
Agree Realty Corp
|
3,535,058 | $267,745,292 | |
| 2 | EPRT |
Essential Properties Realty Trust, Inc.
|
4,822,946 | $143,964,938 | |
| 3 | NNN |
Nnn REIT, Inc.
|
1,928,645 | $89,739,851 | |
| 4 | SPG |
Simon Property Group Inc.
|
393,451 | $87,995,316 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
2,778,238 | $87,597,844 | |
| 6 | NTST |
NETSTREIT Corp.
|
3,834,450 | $81,021,928 | |
| 7 | FCPT |
Four Corners Property Trust, Inc.
|
2,912,537 | $71,502,783 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
1,748,700 | $58,336,632 |
All Filings in BFS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,384,468 | 90,518 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,857,809 | 57,023 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $872,245 | 27,664 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $662,258 | 20,780 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $884,499 | 25,908 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,268,473 | 35,167 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,262,823 | 32,547 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,536,575 | 36,620 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,140,605 | 31,020 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $369,811 | 9,608 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $565,488 | 14,400 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $318,170 | 9,021 | Shares | Sole | 2023-11-14 | |
| 2022-06-30 | $219,344 | 4,656 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $208,785 | 7,855 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||