Position in REG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$12,200
+$625 QoQ
Shares Held
153
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#523
of 605 holders
Holding Since
Jun 2020
7 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $1,262,111 across 7 REIT - Retail names. REG ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
14,468 | $896,437 | |
| 2 | SPG |
Simon Property Group Inc.
|
972 | $217,387 | |
| 3 | FRT |
Federal Realty Investment Trust
|
1,000 | $123,440 | |
| 4 | REG |
Regency Centers Corp
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|
153 | $12,200 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
259 | $7,731 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
86 | $2,711 | |
| 7 | KIM |
Kimco Realty Corp
|
87 | $2,205 |
All Filings in REG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,200 | 153 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $11,575 | 153 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $10,561 | 153 | Shares | Sole | 2026-01-07 | |
| 2024-03-31 | $1,574 | 26 | Shares | Sole | 2024-04-12 | |
| 2022-12-31 | $437 | 7 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $376 | 7 | Shares | Sole | 2022-11-01 | |
| 2020-06-30 | $3,579 | 78 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||