Position in BFS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$83,678
+$15,032 QoQ
Shares Held
2,238
+6.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#126
of 193 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BFS Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026SIGNATUREFD, LLC holds $7,225,037 across 25 REIT - Retail names. BFS ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
32,110 | $1,989,535 | |
| 2 | SPG |
Simon Property Group Inc.
|
6,640 | $1,485,036 | |
| 3 | ADC |
Agree Realty Corp
|
12,982 | $983,256 | |
| 4 | NNN |
Nnn REIT, Inc.
|
10,462 | $486,796 | |
| 5 | KRG |
Kite Realty Group Trust
|
13,941 | $395,645 | |
| 6 | KIM |
Kimco Realty Corp
|
12,952 | $328,333 | |
| 7 | REG |
Regency Centers Corp
|
3,892 | $310,348 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
9,167 | $225,049 |
All Filings in BFS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $83,678 | 2,238 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $68,646 | 2,107 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $56,596 | 1,795 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $10,389 | 326 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $29,599 | 867 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,961 | 193 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $17,266 | 445 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,217 | 315 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,824 | 104 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,926 | 128 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,026 | 128 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,904 | 54 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,209 | 60 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,989 | 51 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,196 | 54 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,737 | 73 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,533 | 75 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,847 | 73 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,923 | 74 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $3,260 | 74 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,363 | 74 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,968 | 74 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,344 | 74 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,382 | 52 | Shares | Sole | 2020-11-03 | |
| No filing history on record for this holder in this stock. | ||||||