Sargent Investment Group, LLC

Position in BFS — Saul Centers, Inc.

CIK 1766157 BETHESDA, MD

Position in BFS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$760,923

+$97,888 QoQ

Shares Held

20,351

0.0% QoQ

Ownership

0.082%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#54

of 193 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Sargent Investment Group, LLC holds $2,564,907 across 3 REIT - Retail names. BFS ranks #3 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	4,628	$1,035,052
2	REG	Regency Centers Corp	9,643	$768,932
3	BFS	Saul Centers, Inc. This page	20,351	$760,923

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$760,923	20,351	0.0%	Shares	Sole	2026-08-11
2026-03-31	$663,035	20,351	0.0%	Shares	Sole	2026-05-11
2025-12-31	$641,667	20,351	-12.5%	Shares	Sole	2026-02-13
2025-09-30	$741,009	23,251	-4.8%	Shares	Sole	2025-11-14
2025-06-30	$833,391	24,411	-6.1%	Shares	Sole	2025-08-14
2025-03-31	$937,856	26,001	+4.0%	Shares	Sole	2025-05-05
2024-12-31	$970,038	25,001	0.0%	Shares	Sole	2025-01-27
2024-09-30	$1,049,041	25,001	+315.0%	Shares	Sole	2024-11-06
2024-06-30	$221,539	6,025	0.0%	Shares	Sole	2024-08-09
2024-03-31	$231,902	6,025	0.0%	Shares	Sole	2024-05-10
2023-12-31	$236,601	6,025	0.0%	Shares	Sole	2024-02-05
2023-09-30	$212,501	6,025	0.0%	Shares	Sole	2023-11-13
2023-06-30	$221,900	6,025	0.0%	Shares	Sole	2023-07-31
2023-03-31	$234,975	6,025	0.0%	Shares	Sole	2023-05-02
2022-12-31	$245,097	6,025	-0.8%	Shares	Sole	2023-01-31
2022-09-30	$227,812	6,075	0.0%	Shares	Sole	2022-10-27
2022-06-30	$286,193	6,075	0.0%	Shares	Sole	2022-07-26
2022-03-31	$320,152	6,075	+11.0%	Shares	Sole	2022-05-06
2021-12-31	$290,284	5,475	0.0%	Shares	Sole	2022-02-11
2021-09-30	$241,228	5,475	-0.8%	Shares	Sole	2021-11-12
2021-06-30	$250,838	5,519	0.0%	Shares	Sole	2021-08-05
2021-03-31	$221,367	5,519	—	Shares	Sole	2021-05-04
No filing history on record for this holder in this stock.