Position in BFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$259,037
+$46,226 QoQ
Shares Held
6,928
+6.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 193 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 4%
Shared 92%
None 4%
Common Shares in BFS Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $66,019,284 across 20 REIT - Retail names. BFS ranks #19 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
342,474 | $15,935,314 | |
| 2 | FRT |
Federal Realty Investment Trust
|
108,188 | $13,354,725 | |
| 3 | SPG |
Simon Property Group Inc.
|
46,135 | $10,318,091 | |
| 4 | O |
Realty Income Corp
|
117,121 | $7,256,816 | |
| 5 | KIM |
Kimco Realty Corp
|
147,418 | $3,737,045 | |
| 6 | REG |
Regency Centers Corp
|
34,152 | $2,723,278 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
64,569 | $2,687,360 | |
| 8 | ADC |
Agree Realty Corp
|
26,876 | $2,035,586 |
All Filings in BFS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,037 | 6,928 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $212,811 | 6,532 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||