EverSource Wealth Advisors, LLC

Position in BFS — Saul Centers, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in BFS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,577

-$7,324 QoQ

Shares Held

-77.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#168

of 193 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $2,440,305 across 26 REIT - Retail names. BFS ranks #26 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	2,505	$560,238
2	O	Realty Income Corp	6,528	$404,471
3	NNN	Nnn REIT, Inc.	8,455	$393,406
4	FRT	Federal Realty Investment Trust	2,623	$323,779
5	KIM	Kimco Realty Corp	4,800	$121,676
6	IVT	InvenTrust Properties Corp.	2,587	$91,577
7	PECO	Phillips Edison & Company, Inc.	1,802	$74,997
8	BRX	Brixmor Property Group Inc.	2,238	$70,561

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,577	69	-77.3%	Shares	Sole	2026-07-24
2026-03-31	$9,901	304	0.0%	Shares	Sole	2026-05-18
2025-12-31	$9,584	304	-16.5%	Shares	Sole	2026-02-06
2025-09-30	$11,600	364	+26.4%	Shares	Sole	2025-11-10
2025-06-30	$9,831	288	+700.0%	Shares	Sole	2025-08-13
2025-03-31	$1,297	36	+157.1%	Shares	Sole	2025-05-13
2024-12-31	$543	14	0.0%	Shares	Sole	2025-02-10
2024-09-30	$587	14	0.0%	Shares	Sole	2024-11-08
2024-06-30	$514	14	-48.1%	Shares	Sole	2024-08-13
2024-03-31	$1,038	27	+92.9%	Shares	Sole	2024-06-11
2023-12-31	$549	14	-72.0%	Shares	Sole	2024-02-09
2023-09-30	$1,763	50	—	Shares	Sole	2023-11-03
No filing history on record for this holder in this stock.