Position in BFS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,103
+$399 QoQ
Shares Held
83
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 194 holders
Holding Since
Mar 2025
6 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, 2026Cornerstone Planning Group LLC holds $86,143 across 17 REIT - Retail names. BFS ranks #9 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
127 | $28,403 | |
| 2 | O |
Realty Income Corp
|
273 | $16,915 | |
| 3 | ADC |
Agree Realty Corp
|
99 | $7,498 | |
| 4 | KIM |
Kimco Realty Corp
|
270 | $6,844 | |
| 5 | KRG |
Kite Realty Group Trust
|
204 | $5,789 | |
| 6 | REG |
Regency Centers Corp
|
54 | $4,305 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
141 | $4,208 | |
| 8 | NTST |
NETSTREIT Corp.
|
159 | $3,359 |
All Filings in BFS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,103 | 83 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,704 | 83 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,144 | 68 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4 | 1 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,399 | 41 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $504 | 14 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||