Position in BFS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$336
+$43 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#182
of 193 holders
Holding Since
Sep 2021
17 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $11,127,860 across 21 REIT - Retail names. BFS ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
117,544 | $7,283,026 | |
| 2 | FRT |
Federal Realty Investment Trust
|
29,594 | $3,653,083 | |
| 3 | SPG |
Simon Property Group Inc.
|
546 | $122,112 | |
| 4 | KIM |
Kimco Realty Corp
|
425 | $10,773 | |
| 5 | REG |
Regency Centers Corp
|
111 | $8,851 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
270 | $8,513 | |
| 7 | NNN |
Nnn REIT, Inc.
|
168 | $7,817 | |
| 8 | ADC |
Agree Realty Corp
|
95 | $7,195 |
All Filings in BFS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336 | 9 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $293 | 9 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $283 | 9 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $286 | 9 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $307 | 9 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $324 | 9 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $349 | 9 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $377 | 9 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $330 | 9 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $346 | 9 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $353 | 9 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $317 | 9 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $331 | 9 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $351 | 9 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $366 | 9 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $337 | 9 | Shares | Sole | 2022-10-31 | |
| 2021-09-30 | $4,053 | 92 | Shares | Sole | 2021-10-21 | |
| No filing history on record for this holder in this stock. | ||||||