Position in BFS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$336
+$43 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#183
of 193 holders
Holding Since
Sep 2021
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BFS Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $7,926,476 across 17 REIT - Retail names. BFS ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
82,191 | $5,092,554 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
27,954 | $1,163,445 | |
| 3 | ADC |
Agree Realty Corp
|
7,891 | $597,664 | |
| 4 | KRG |
Kite Realty Group Trust
|
13,922 | $395,106 | |
| 5 | SPG |
Simon Property Group Inc.
|
1,127 | $252,053 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
5,578 | $197,461 | |
| 7 | ALX |
Alexanders Inc
|
401 | $110,499 | |
| 8 | KIM |
Kimco Realty Corp
|
1,446 | $36,656 |
All Filings in BFS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336 | 9 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $293 | 9 | Shares | Sole | 2026-05-15 | |
| 2021-09-30 | $220 | 5 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||