Position in REG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,851
+$453 QoQ
Shares Held
111
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#533
of 605 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in REG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $11,127,860 across 21 REIT - Retail names. REG ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
117,544 | $7,283,026 | |
| 2 | FRT |
Federal Realty Investment Trust
|
29,594 | $3,653,083 | |
| 3 | SPG |
Simon Property Group Inc.
|
546 | $122,112 | |
| 4 | KIM |
Kimco Realty Corp
|
425 | $10,773 | |
| 5 | REG |
Regency Centers Corp
This page
|
111 | $8,851 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
270 | $8,513 | |
| 7 | NNN |
Nnn REIT, Inc.
|
168 | $7,817 | |
| 8 | ADC |
Agree Realty Corp
|
95 | $7,195 |
All Filings in REG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,851 | 111 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,398 | 111 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,662 | 111 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,091 | 111 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,906 | 111 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $8,187 | 111 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $8,206 | 111 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $8,017 | 111 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,904 | 111 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,722 | 111 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $7,839 | 117 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $6,954 | 117 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $6,609 | 107 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $6,546 | 107 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,687 | 107 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $5,761 | 107 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $32,323 | 545 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $38,880 | 545 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $41,065 | 545 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $36,694 | 545 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $27,934 | 436 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $24,725 | 436 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $19,877 | 436 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $16,576 | 436 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $19,686 | 429 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $16,486 | 429 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||