Position in BFS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,954
+$1,839 QoQ
Shares Held
186
+18.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#157
of 193 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BFS Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026UMB Bank, n.a. holds $3,576,915 across 21 REIT - Retail names. BFS ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
23,803 | $1,474,833 | |
| 2 | ADC |
Agree Realty Corp
|
15,100 | $1,143,673 | |
| 3 | SPG |
Simon Property Group Inc.
|
1,027 | $229,688 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
4,311 | $135,925 | |
| 5 | NNN |
Nnn REIT, Inc.
|
2,800 | $130,283 | |
| 6 | KIM |
Kimco Realty Corp
|
3,425 | $86,823 | |
| 7 | KRG |
Kite Realty Group Trust
|
2,405 | $68,253 | |
| 8 | SKT |
Tanger Inc.
|
1,248 | $49,258 |
All Filings in BFS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,954 | 186 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,115 | 157 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,490 | 79 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $2,741 | 76 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $232 | 6 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $251 | 6 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $220 | 6 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||