Position in BFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,812,448
+$1,929,663 QoQ
Shares Held
235,690
+11.6% QoQ
Ownership
0.954%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 193 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in BFS Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $920,920,591 across 25 REIT - Retail names. BFS ranks #16 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,364,286 | $305,122,561 | |
| 2 | FRT |
Federal Realty Investment Trust
|
874,763 | $103,894,494 | |
| 3 | BRX |
Brixmor Property Group Inc.
|
3,061,744 | $96,536,785 | |
| 4 | O |
Realty Income Corp
|
1,317,891 | $81,656,524 | |
| 5 | KRG |
Kite Realty Group Trust
|
1,703,098 | $48,333,918 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
946,006 | $39,372,768 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
1,266,681 | $37,810,426 | |
| 8 | FCPT |
Four Corners Property Trust, Inc.
|
1,166,624 | $28,640,616 |
All Filings in BFS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,812,448 | 235,690 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $6,882,785 | 211,258 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,881,427 | 249,966 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,049,881 | 189,830 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,006,958 | 29,495 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,020,636 | 28,296 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,134,473 | 29,239 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,269,331 | 30,251 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,307,283 | 35,553 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,517,352 | 39,422 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,615,018 | 41,126 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,517,631 | 43,029 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,657,165 | 44,995 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,904,604 | 48,836 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $2,058,814 | 50,610 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,973,137 | 52,617 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,691,912 | 57,141 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,079,102 | 58,427 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,106,547 | 58,592 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,561,824 | 58,144 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,697,365 | 59,348 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,446,829 | 61,003 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,883,375 | 59,450 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,557,534 | 58,598 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,360,582 | 73,151 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,173,029 | 96,916 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||