Position in BFS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$209,234
New position
Shares Held
5,596
first reported quarter
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#107
of 193 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 98%
Shared 0%
None 2%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $322,547,728 across 23 REIT - Retail names. BFS ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
392,050 | $87,681,981 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
1,919,588 | $60,524,608 | |
| 3 | O |
Realty Income Corp
|
693,663 | $42,979,359 | |
| 4 | REG |
Regency Centers Corp
|
389,895 | $31,090,226 | |
| 5 | ADC |
Agree Realty Corp
|
271,434 | $20,558,410 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
557,323 | $16,636,091 | |
| 7 | MAC |
Macerich Co
|
655,662 | $16,516,125 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
402,377 | $14,244,145 |
All Filings in BFS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,234 | 5,596 | Shares | Defined | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||