Position in BFS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,945
+$765 QoQ
Shares Held
159
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 193 holders
Holding Since
Jun 2024
9 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, 2026Smartleaf Asset Management LLC holds $2,898,364 across 23 REIT - Retail names. BFS ranks #21 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,974 | $1,112,435 | |
| 2 | O |
Realty Income Corp
|
7,106 | $440,287 | |
| 3 | REG |
Regency Centers Corp
|
4,536 | $361,700 | |
| 4 | FRT |
Federal Realty Investment Trust
|
1,319 | $162,817 | |
| 5 | ADC |
Agree Realty Corp
|
1,672 | $126,637 | |
| 6 | KIM |
Kimco Realty Corp
|
4,902 | $124,265 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
3,611 | $113,854 | |
| 8 | NNN |
Nnn REIT, Inc.
|
1,520 | $70,725 |
All Filings in BFS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,945 | 159 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,180 | 159 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,981 | 380 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,110 | 380 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $12,187 | 357 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,932 | 414 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,063 | 414 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,503 | 155 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $845 | 23 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||