Position in BFS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$621,197
+$326,760 QoQ
Shares Held
16,614
+165.8% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#64
of 193 holders
Holding Since
Jun 2022
2 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, 2026Choate Investment Advisors holds $828,744 across 2 REIT - Retail names. BFS ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFS |
Saul Centers, Inc.
This page
|
16,614 | $621,197 | |
| 2 | SPG |
Simon Property Group Inc.
|
928 | $207,547 |
All Filings in BFS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,197 | 16,614 | Shares | Sole | 2026-08-11 | |
| 2022-06-30 | $294,437 | 6,250 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||