Position in REG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$8,113,551
+$565,328 QoQ
Shares Held
107,237
-1.9% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2.30424200602404.ToString("F0")%
Shared 0.ToString("F0")%
None 97.69575799397596.ToString("F0")%
Common Shares in REG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $321,080,979 across 20 REIT - Retail names. REG ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
2,452,994 | $150,074,172 | |
| 2 | SPG |
Simon Property Group Inc.
|
316,219 | $58,984,330 | |
| 3 | KIM |
Kimco Realty Corp
|
1,422,334 | $31,959,844 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
345,513 | $12,929,096 | |
| 5 | NNN |
Nnn REIT, Inc.
|
231,055 | $9,711,241 | |
| 6 | MAC |
Macerich Co
|
499,358 | $9,437,866 | |
| 7 | FRT |
Federal Realty Investment Trust
|
77,534 | $8,234,886 | |
| 8 | REG |
Regency Centers Corp
This page
|
107,237 | $8,113,551 |
All Filings in REG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,113,551 | 107,237 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,548,223 | 109,347 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $8,783,866 | 120,492 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,206,406 | 129,249 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,520,203 | 129,070 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,029,440 | 122,135 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,765,399 | 121,354 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,583,050 | 121,914 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,330,606 | 121,047 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,157,719 | 121,757 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,240,148 | 121,806 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $571,434 | 9,251 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $571,727 | 9,345 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $830,937 | 13,295 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $743,022 | 13,798 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $920,253 | 15,516 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $970,081 | 13,598 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,082,402 | 14,365 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,001,264 | 14,871 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $966,880 | 15,091 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $822,578 | 14,505 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $515,075 | 11,298 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $357,540 | 9,404 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $397,086 | 8,653 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $371,387 | 9,664 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||