Position in BFS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$486
-$230 QoQ
Shares Held
13
-40.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#176
of 193 holders
Holding Since
Mar 2020
14 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, 2026IFP Advisors, Inc holds $5,214,113 across 24 REIT - Retail names. BFS ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
56,729 | $3,514,928 | |
| 2 | SPG |
Simon Property Group Inc.
|
3,512 | $785,458 | |
| 3 | NNN |
Nnn REIT, Inc.
|
5,583 | $259,776 | |
| 4 | FRT |
Federal Realty Investment Trust
|
1,516 | $187,135 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
4,587 | $162,379 | |
| 6 | SKT |
Tanger Inc.
|
1,628 | $64,257 | |
| 7 | KIM |
Kimco Realty Corp
|
1,738 | $44,058 | |
| 8 | ADC |
Agree Realty Corp
|
393 | $29,765 |
All Filings in BFS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486 | 13 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $716 | 22 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,387 | 44 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,497 | 47 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,331 | 39 | Shares | Sole | 2025-07-24 | |
| 2022-09-30 | $4,050 | 108 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,417 | 115 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $6,060 | 115 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||