Position in BFS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$112
+$15 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#188
of 193 holders
Holding Since
Mar 2026
2 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, 2026GILPIN WEALTH MANAGEMENT, LLC holds $25,630 across 13 REIT - Retail names. BFS ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
284 | $17,596 | |
| 2 | SPG |
Simon Property Group Inc.
|
12 | $2,683 | |
| 3 | MAC |
Macerich Co
|
44 | $1,108 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
19 | $790 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
23 | $686 | |
| 6 | SKT |
Tanger Inc.
|
17 | $670 | |
| 7 | CURB |
Curbline Properties Corp.
|
16 | $486 | |
| 8 | UE |
Urban Edge Properties
|
18 | $411 |
All Filings in BFS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112 | 3 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $97 | 3 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||