Position in BFS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$130
+$36 QoQ
Shares Held
4
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Sunbelt Securities, Inc. holds $1,809,512 across 16 REIT - Retail names. BFS ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
15,418 | $943,273 | |
| 2 | SPG |
Simon Property Group Inc.
|
3,603 | $672,067 | |
| 3 | KIM |
Kimco Realty Corp
|
5,876 | $132,033 | |
| 4 | REG |
Regency Centers Corp
|
447 | $33,820 | |
| 5 | NNN |
Nnn REIT, Inc.
|
364 | $15,298 | |
| 6 | FRT |
Federal Realty Investment Trust
|
58 | $6,160 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
135 | $4,098 | |
| 8 | IVT |
InvenTrust Properties Corp.
|
51 | $1,553 |
All Filings in BFS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $130 | 4 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $94 | 3 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $63 | 2 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||