HCM
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Hilton Capital Management’s Burlington BURL Stock Holding History

Hilton Capital Management’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.85M Buy
15,301
+2,185
+17% +$705K 0.33% 75
2026
Q1 		$4.27M Sell
13,116
-599
-4% -$183K 0.32% 76
2025
Q4 		$3.96M Buy
13,715
+3,012
+28% +$817K 0.3% 78
2025
Q3 		$2.72M Buy
10,703
+559
+6% +$152K 0.22% 91
2025
Q2 		$2.36M Buy
10,144
+959
+10% +$228K 0.19% 99
2025
Q1 		$2.19M Buy
9,185
+1,032
+13% +$267K 0.19% 91
2024
Q4 		$2.32M Buy
8,153
+383
+5% +$103K 0.2% 87
2024
Q3 		$2.05M Sell
7,770
-3,046
-28% -$788K 0.16% 82
2024
Q2 		$2.6M Buy
10,816
+224
+2% +$46.1K 0.22% 76
2024
Q1 		$2.46M Buy
10,592
+5,934
+127% +$1.21M 0.22% 79
2023
Q4 		$906K Buy
+4,658
New +$695K 0.1% 76
2022
Q1 		– Sell
-799
Closed -$233K – 131
2021
Q4 		$233K Buy
799
+36
+5% +$10.1K 0.02% 101
2021
Q3 		$216K Buy
763
+131
+21% +$41.9K 0.02% 112
2021
Q2 		$203K Sell
632
-91
-13% -$29K 0.02% 124
2021
Q1 		$216K Buy
+723
New +$196K 0.02% 99
2019
Q4 		– Sell
-555
Closed -$111K – 142
2019
Q3 		$111K Buy
555
+102
+23% +$18.8K 0.01% 147
2019
Q2 		$77K Buy
453
+21
+5% +$3.43K 0.01% 186
2019
Q1 		$68K Buy
+432
New +$69.6K 0.01% 200

Other funds holding BURL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hilton Capital Management's BURL Position: Q2 2026 in Review

Hilton Capital Management increased its Burlington (BURL) stake by 17% in Q2 2026, buying an estimated $705K and bringing the position to 15,301 shares worth $4.85M. The position accounts for 0.33% of the portfolio, ranked #75.

Hilton Capital Management first reported a position in BURL in Q1 2019 and has held it in 18 quarters since. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

  • Hilton Capital Management held 15,301 shares of Burlington worth $4.85M as of Q2 2026.
  • Hilton Capital Management bought 2,185 Burlington shares in Q2 2026, an estimated $705K.
  • Burlington made up 0.33% of Hilton Capital Management's portfolio in Q2 2026, its #75 holding.
  • Hilton Capital Management first reported a position in Burlington in Q1 2019 and has held it in 18 quarters since.
  • 654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Hilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.