Position in BFS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$635
+$82 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#173
of 193 holders
Holding Since
Dec 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, 2026Bell Investment Advisors, Inc holds $166,474 across 17 REIT - Retail names. BFS ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
237 | $53,005 | |
| 2 | O |
Realty Income Corp
|
756 | $46,841 | |
| 3 | EPRT |
Essential Properties Realty Trust, Inc.
|
528 | $15,760 | |
| 4 | REG |
Regency Centers Corp
|
156 | $12,439 | |
| 5 | FCPT |
Four Corners Property Trust, Inc.
|
344 | $8,445 | |
| 6 | KRG |
Kite Realty Group Trust
|
214 | $6,073 | |
| 7 | FRT |
Federal Realty Investment Trust
|
41 | $5,061 | |
| 8 | NNN |
Nnn REIT, Inc.
|
99 | $4,606 |
All Filings in BFS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $635 | 17 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $553 | 17 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $536 | 17 | Shares | Sole | 2026-02-24 | |
| No filing history on record for this holder in this stock. | ||||||