Position in REG
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$2,232
New position
Shares Held
28
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#568
of 605 holders
Holding Since
Jun 2026
1 quarter on record
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Fulcrum Asset Management LLP holds $406,057 across 16 REIT - Retail names. REG ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
5,068 | $314,013 | |
| 2 | NNN |
Nnn REIT, Inc.
|
1,514 | $70,446 | |
| 3 | NTST |
NETSTREIT Corp.
|
398 | $8,409 | |
| 4 | KIM |
Kimco Realty Corp
|
90 | $2,281 | |
| 5 | REG |
Regency Centers Corp
This page
|
28 | $2,232 | |
| 6 | MAC |
Macerich Co
|
76 | $1,914 | |
| 7 | FRT |
Federal Realty Investment Trust
|
10 | $1,234 | |
| 8 | KRG |
Kite Realty Group Trust
|
42 | $1,191 |
All Filings in REG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,232 | 28 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||