Position in BFS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,430
+$2,429 QoQ
Shares Held
65
+30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#169
of 193 holders
Holding Since
Jun 2024
7 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, 2026Avion Wealth holds $94,049 across 14 REIT - Retail names. BFS ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
129 | $28,850 | |
| 2 | O |
Realty Income Corp
|
460 | $28,501 | |
| 3 | KIM |
Kimco Realty Corp
|
475 | $12,041 | |
| 4 | NNN |
Nnn REIT, Inc.
|
92 | $4,280 | |
| 5 | REG |
Regency Centers Corp
|
52 | $4,146 | |
| 6 | ADC |
Agree Realty Corp
|
39 | $2,953 | |
| 7 | FRT |
Federal Realty Investment Trust
|
22 | $2,715 | |
| 8 | BFS |
Saul Centers, Inc.
This page
|
65 | $2,430 |
All Filings in BFS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,430 | 65 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1 | 50 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1 | 50 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $509 | 16 | Shares | Sole | 2025-10-24 | |
| 2025-03-31 | $504 | 14 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $587 | 14 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $514 | 14 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||