CWM, LLC

Position in REG — Regency Centers Corp

CIK 1535847 OMAHA, NE

Position in REG

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$670,347

-$288,272 QoQ

Shares Held

8,860

-36.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 1.3769751693002257.ToString("F0")% Shared 0.ToString("F0")% None 98.62302483069978.ToString("F0")%

Real Estate · as of Mar 31, 2026

CWM, LLC holds $33,109,612 across 26 REIT - Retail names. REG ranks #6 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NNN	Nnn REIT, Inc.	194,402	$8,170,716
2	O	Realty Income Corp	132,521	$8,107,634
3	FRT	Federal Realty Investment Trust	68,387	$7,263,383
4	SPG	Simon Property Group Inc.	22,262	$4,152,530
5	PECO	Phillips Edison & Company, Inc.	26,631	$996,532
6	REG	Regency Centers Corp This page	8,860	$670,347
7	GTY	Getty Realty Corp /Md/	17,160	$545,688
8	CBL	Cbl & Associates Properties Inc	13,495	$518,612

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$670,347	8,860	-36.2%	Shares	Sole	2026-05-14
2025-12-31	$958,619	13,887	+183.8%	Shares	Sole	2026-01-26
2025-09-30	$356,772	4,894	+301.8%	Shares	Sole	2025-10-15
2025-06-30	$86,758	1,218	-22.4%	Shares	Sole	2025-07-25
2025-03-31	$115,803	1,570	+21.6%	Shares	Sole	2025-05-01
2024-12-31	$95,443	1,291	-3.3%	Shares	Sole	2025-02-04
2024-09-30	$96,427	1,335	+3.2%	Shares	Sole	2024-10-08
2024-06-30	$80,486	1,294	-46.0%	Shares	Sole	2024-07-10
2024-03-31	$145,162	2,397	-70.6%	Shares	Sole	2024-04-05
2023-12-31	$546,653	8,159	-61.4%	Shares	Sole	2024-02-01
2023-09-30	$1,256,680	21,142	+3266.6%	Shares	Sole	2023-10-11
2023-06-30	$38,791	628	+8.7%	Shares	Sole	2023-08-03
2023-03-31	$35,362	578	-3.3%	Shares	Sole	2023-05-01
2022-12-31	$37,375	598	-37.4%	Shares	Sole	2023-02-01
2022-09-30	$51,426	955	+42.1%	Shares	Sole	2022-10-27
2022-06-30	$39,856	672	+112.7%	Shares	Sole	2022-07-28
2022-03-31	$22,543	316	+184.7%	Shares	Sole	2022-04-21
2021-12-31	$8,363	111	+258.1%	Shares	Sole	2022-01-31
2021-06-30	$1,986	31	0.0%	Shares	Sole	2021-09-15
2021-03-31	$1,758	31	0.0%	Shares	Sole	2021-09-15
2020-12-31	$1,413	31	0.0%	Shares	Sole	2021-09-15
2020-09-30	$1,178	31	0.0%	Shares	Sole	2021-09-15
2020-06-30	$1,422	31	0.0%	Shares	Sole	2021-09-15
2020-03-31	$1,191	31	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.