Position in BFS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$908,102
+$457,917 QoQ
Shares Held
27,873
+95.2% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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, 2026MACKENZIE FINANCIAL CORP holds $101,475,948 across 10 REIT - Retail names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
239,436 | $29,555,979 | |
| 2 | O |
Realty Income Corp
|
298,359 | $18,486,323 | |
| 3 | PECO |
Phillips Edison & Company, Inc.
|
404,204 | $16,822,970 | |
| 4 | CBL |
Cbl & Associates Properties Inc
|
251,699 | $13,362,699 | |
| 5 | SPG |
Simon Property Group Inc.
|
50,404 | $11,272,854 | |
| 6 | REG |
Regency Centers Corp
|
124,363 | $9,916,705 | |
| 7 | KIM |
Kimco Realty Corp
|
31,530 | $799,285 | |
| 8 | PINE |
Alpine Income Property Trust, Inc.
|
24,915 | $517,235 |
All Filings in BFS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $908,102 | 27,873 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $450,185 | 14,278 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $710,043 | 20,798 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $774,531 | 21,473 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $207,812 | 5,356 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||