Position in REG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$732,012
+$42,145 QoQ
Shares Held
9,180
+0.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#323
of 606 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 9%
Shared 91%
None 0%
Common Shares in REG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $17,929,208 across 14 REIT - Retail names. REG ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
165,196 | $10,235,544 | |
| 2 | SPG |
Simon Property Group Inc.
|
6,185 | $1,383,274 | |
| 3 | KRG |
Kite Realty Group Trust
|
41,758 | $1,185,092 | |
| 4 | NNN |
Nnn REIT, Inc.
|
20,921 | $973,454 | |
| 5 | MAC |
Macerich Co
|
35,532 | $895,051 | |
| 6 | REG |
Regency Centers Corp
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|
9,180 | $732,012 | |
| 7 | CURB |
Curbline Properties Corp.
|
14,385 | $437,304 | |
| 8 | BFS |
Saul Centers, Inc.
|
11,506 | $430,209 |
All Filings in REG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $732,012 | 9,180 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $689,867 | 9,118 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $455,390 | 6,597 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $471,516 | 6,468 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $450,957 | 6,331 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $466,679 | 6,327 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $395,303 | 5,347 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $395,820 | 5,480 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $284,440 | 4,573 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $224,374 | 3,705 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $257,548 | 3,844 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $234,728 | 3,949 | Shares | Other | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||