UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in REG — Regency Centers Corp

CIK 1463217 IRVING, TX

Position in REG

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$956,002

+$107,703 QoQ

Shares Held

11,989

+6.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#292

of 606 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $10,049,373 across 10 REIT - Retail names. REG ranks #4 (9.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	14,809	$3,312,032
2	O	Realty Income Corp	29,906	$1,852,975
3	KIM	Kimco Realty Corp	47,164	$1,195,607
4	REG	Regency Centers Corp This page	11,989	$956,002
5	NNN	Nnn REIT, Inc.	11,847	$551,240
6	CBL	Cbl & Associates Properties Inc	10,155	$539,128
7	ADC	Agree Realty Corp	6,586	$498,823
8	BRX	Brixmor Property Group Inc.	14,690	$463,175

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$956,002	11,989	+6.9%	Shares	Defined	2026-08-17
2026-03-31	$848,299	11,212	+58.1%	Shares	Defined	2026-05-15
2025-12-31	$489,629	7,093	+20.2%	Shares	Defined	2026-02-17
2025-09-30	$430,255	5,902	-7.0%	Shares	Defined	2025-11-14
2025-06-30	$451,954	6,345	-7.4%	Shares	Defined	2025-08-11
2025-03-31	$505,403	6,852	+6.1%	Shares	Defined	2025-05-13
2024-12-31	$477,292	6,456	+80.0%	Shares	Defined	2025-02-13
2024-03-31	$217,228	3,587	-18.7%	Shares	Defined	2024-05-15
2023-12-31	$295,604	4,412	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.