BEACON INVESTMENT ADVISORS LLC

Position in BFS — Saul Centers, Inc.

CIK 1961635 Gaithersburg, MD

Position in BFS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,199,957

+$164,174 QoQ

Shares Held

32,093

+0.9% QoQ

Ownership

0.130%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#42

of 193 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

BEACON INVESTMENT ADVISORS LLC holds $3,018,179 across 4 REIT - Retail names. BFS ranks #1 (39.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BFS	Saul Centers, Inc. This page	32,093	$1,199,957
2	SPG	Simon Property Group Inc.	3,976	$889,232
3	KIM	Kimco Realty Corp	19,200	$486,720
4	O	Realty Income Corp	7,138	$442,270

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,199,957	32,093	+0.9%	Shares	Sole	2026-08-13
2026-03-31	$1,035,783	31,792	-1.3%	Shares	Sole	2026-05-14
2025-12-31	$1,015,360	32,203	+0.2%	Shares	Sole	2026-02-17
2025-09-30	$1,023,855	32,126	+2.9%	Shares	Sole	2025-11-14
2025-06-30	$1,066,328	31,234	+1.2%	Shares	Sole	2025-08-14
2025-03-31	$1,112,795	30,851	+0.7%	Shares	Sole	2025-05-15
2024-12-31	$1,188,250	30,625	+0.8%	Shares	Sole	2025-02-14
2024-09-30	$1,274,786	30,381	+9.5%	Shares	Sole	2024-11-14
2024-06-30	$1,019,742	27,733	+3.1%	Shares	Sole	2024-08-14
2024-03-31	$1,035,150	26,894	+7.1%	Shares	Sole	2024-05-13
2023-12-31	$986,069	25,110	+0.7%	Shares	Sole	2024-02-13
2023-09-30	$879,245	24,929	+1.5%	Shares	Sole	2023-11-07
2023-06-30	$904,360	24,555	-5.2%	Shares	Sole	2023-08-03
2023-03-31	$1,009,866	25,894	+1.4%	Shares	Sole	2023-05-12
2022-12-31	$1,038,397	25,526	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.