Position in BFS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,533,654
+$658,536 QoQ
Shares Held
94,508
+7.1% QoQ
Ownership
0.382%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 193 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in BFS Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $3,189,718,397 across 26 REIT - Retail names. BFS ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,276,720 | $956,488,418 | |
| 2 | REG |
Regency Centers Corp
|
6,158,434 | $491,073,520 | |
| 3 | O |
Realty Income Corp
|
6,221,941 | $385,511,455 | |
| 4 | KIM |
Kimco Realty Corp
|
13,946,695 | $353,548,712 | |
| 5 | FRT |
Federal Realty Investment Trust
|
1,520,856 | $187,734,459 | |
| 6 | NNN |
Nnn REIT, Inc.
|
2,414,562 | $112,349,568 | |
| 7 | KRG |
Kite Realty Group Trust
|
3,657,831 | $103,809,238 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
3,259,724 | $102,779,094 |
All Filings in BFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,533,654 | 94,508 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,875,118 | 88,248 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,769,246 | 87,829 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,994,742 | 125,345 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,957,142 | 57,327 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,298,523 | 63,724 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,374,589 | 86,974 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,335,743 | 55,666 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,910,493 | 51,958 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $2,267,559 | 58,913 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $1,840,033 | 46,856 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $1,459,929 | 41,393 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,483,254 | 40,273 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,540,149 | 39,491 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $1,786,302 | 43,994 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,621,500 | 43,240 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,049,991 | 43,515 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,315,161 | 43,931 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $3,063,970 | 57,789 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,683,340 | 60,902 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,614,137 | 79,519 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $3,878,033 | 96,685 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,704,878 | 116,947 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $2,586,817 | 97,322 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,948,459 | 122,357 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $5,118,765 | 156,346 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||