Position in BFS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$861,764
+$641,433 QoQ
Shares Held
23,048
+229.8% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#52
of 193 holders
Holding Since
Jun 2025
3 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, 2026INCEPTIONR LLC holds $7,451,074 across 10 REIT - Retail names. BFS ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
12,609 | $1,556,454 | |
| 2 | REG |
Regency Centers Corp
|
18,484 | $1,473,914 | |
| 3 | MAC |
Macerich Co
|
42,190 | $1,062,766 | |
| 4 | BFS |
Saul Centers, Inc.
This page
|
23,048 | $861,764 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
13,891 | $578,143 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
13,717 | $485,581 | |
| 7 | SPG |
Simon Property Group Inc.
|
2,171 | $485,544 | |
| 8 | NNN |
Nnn REIT, Inc.
|
9,552 | $444,454 |
All Filings in BFS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,764 | 23,048 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $220,331 | 6,988 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $228,669 | 6,698 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||