Position in BFS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$212,487
New position
Shares Held
5,683
first reported quarter
Ownership
0.023%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#106
of 193 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Cetera Investment Advisers holds $152,490,398 across 20 REIT - Retail names. BFS ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,287,656 | $79,783,165 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
641,969 | $26,718,749 | |
| 3 | SPG |
Simon Property Group Inc.
|
71,444 | $15,978,450 | |
| 4 | FRT |
Federal Realty Investment Trust
|
51,422 | $6,347,531 | |
| 5 | KIM |
Kimco Realty Corp
|
227,073 | $5,756,300 | |
| 6 | ADC |
Agree Realty Corp
|
62,896 | $4,763,743 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
69,970 | $2,476,938 | |
| 8 | NNN |
Nnn REIT, Inc.
|
40,678 | $1,892,747 |
All Filings in BFS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,487 | 5,683 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||