Steward Partners Investment Advisory, LLC
Position in BFS — Saul Centers, Inc.
CIK 1723397
STAMFORD, CT
Position in BFS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$251,223
+$242,427 QoQ
Shares Held
6,719
+2388.5% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 193 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BFS Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $28,209,379 across 21 REIT - Retail names. BFS ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
247,873 | $15,358,211 | |
| 2 | SPG |
Simon Property Group Inc.
|
21,963 | $4,912,024 | |
| 3 | FRT |
Federal Realty Investment Trust
|
18,677 | $2,305,488 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
53,679 | $1,692,498 | |
| 5 | NNN |
Nnn REIT, Inc.
|
27,016 | $1,257,054 | |
| 6 | KIM |
Kimco Realty Corp
|
31,164 | $790,007 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
18,452 | $550,792 | |
| 8 | REG |
Regency Centers Corp
|
5,605 | $446,942 |
All Filings in BFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,223 | 6,719 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,796 | 270 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,513 | 270 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,604 | 270 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,217 | 270 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,738 | 270 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,476 | 270 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,329 | 270 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,604 | 370 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $14,934 | 388 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,529 | 370 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,850 | 336 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,374 | 336 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,104 | 336 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,668 | 336 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $12,600 | 336 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $15,828 | 336 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $17,707 | 336 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $17,814 | 336 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $14,804 | 336 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,271 | 336 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $377,836 | 9,420 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,385 | 170 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,837 | 182 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,485 | 170 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,565 | 170 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||