Position in BFS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$299
New position
Shares Held
8
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#186
of 193 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Clearstead Advisors, LLC holds $4,107,768 across 26 REIT - Retail names. BFS ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,698 | $1,945,307 | |
| 2 | O |
Realty Income Corp
|
23,281 | $1,442,490 | |
| 3 | NNN |
Nnn REIT, Inc.
|
8,379 | $389,874 | |
| 4 | FCPT |
Four Corners Property Trust, Inc.
|
3,776 | $92,700 | |
| 5 | REG |
Regency Centers Corp
|
729 | $58,130 | |
| 6 | FRT |
Federal Realty Investment Trust
|
400 | $49,376 | |
| 7 | KIM |
Kimco Realty Corp
|
1,474 | $37,365 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
737 | $30,673 |
All Filings in BFS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299 | 8 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||