MORGAN STANLEY

Position in BFS — Saul Centers, Inc.

CIK 895421 NEW YORK, NY

Back to BFS Full portfolio

Position in BFS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$12,795,079

+$4,235,729 QoQ

Shares Held

342,206

+30.3% QoQ

Ownership

1.38%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

of 193 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Common Shares in BFS Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

MORGAN STANLEY holds $3,717,580,031 across 27 REIT - Retail names. BFS ranks #22 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	5,566,600	$1,244,970,081
2	O	Realty Income Corp	14,440,511	$894,734,055
3	REG	Regency Centers Corp	2,431,334	$193,874,567
4	NNN	Nnn REIT, Inc.	3,810,780	$177,315,587
5	KIM	Kimco Realty Corp	6,806,958	$172,556,378
6	EPRT	Essential Properties Realty Trust, Inc.	4,535,556	$135,386,337
7	MAC	Macerich Co	5,196,073	$130,889,074
8	ADC	Agree Realty Corp	1,525,277	$115,524,472

All Filings in BFS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,795,079	342,206	+30.3%	Shares	Defined	2026-08-13
2026-03-31	$8,559,350	262,718	+18.4%	Shares	Defined	2026-05-15
2025-12-31	$6,998,238	221,955	+11.9%	Shares	Defined	2026-05-27
2025-09-30	$6,322,655	198,389	-4.4%	Shares	Defined	2026-05-27
2025-06-30	$7,085,242	207,535	-6.2%	Shares	Defined	2025-08-15
2025-03-31	$7,980,304	221,245	-1.0%	Shares	Defined	2025-05-15
2024-12-31	$8,668,229	223,408	+0.7%	Shares	Defined	2025-05-15
2024-09-30	$9,309,326	221,862	+16.0%	Shares	Defined	2025-05-14
2024-06-30	$7,029,903	191,186	+5.4%	Shares	Defined	2025-05-14
2024-03-31	$6,983,082	181,426	+7.3%	Shares	Defined	2024-10-17
2023-12-31	$6,640,435	169,097	+7.6%	Shares	Defined	2024-08-16
2023-09-30	$5,545,145	157,220	+6.5%	Shares	Defined	2023-11-15
2023-06-30	$5,439,382	147,689	+2.3%	Shares	Defined	2023-08-14
2023-03-31	$5,632,965	144,435	+4.4%	Shares	Defined	2023-05-15
2022-12-31	$5,627,750	138,342	-5.5%	Shares	Defined	2023-02-14
2022-09-30	$5,491,237	146,433	-26.4%	Shares	Defined	2022-11-14
2022-06-30	$9,370,362	198,904	+258.4%	Shares	Defined	2022-10-27
2022-03-31	$2,924,901	55,501	-1.6%	Shares	Defined	2022-10-27
2021-12-31	$2,991,652	56,425	+9.5%	Shares	Defined	2022-02-14
2021-09-30	$2,270,587	51,534	+0.7%	Shares	Defined	2021-11-15
2021-06-30	$2,326,991	51,199	-17.8%	Shares	Defined	2021-08-23
2021-03-31	$2,499,773	62,323	-14.8%	Shares	Defined	2021-05-17
2020-12-31	$2,317,833	73,164	-3.1%	Shares	Defined	2021-02-16
2020-09-30	$2,005,991	75,470	+29.0%	Shares	Defined	2020-11-13
2020-06-30	$1,887,730	58,498	+54.3%	Shares	Defined	2020-08-14
2020-03-31	$1,241,369	37,916	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.