Creative Planning

Position in REG — Regency Centers Corp

CIK 1540235 OVERLAND PARK, KS

Position in REG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$11,741,826

+$7,292,498 QoQ

Shares Held

155,192

+140.8% QoQ

Ownership

0.085%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Mar 31, 2026

Creative Planning holds $141,217,105 across 25 REIT - Retail names. REG ranks #5 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	520,801	$31,862,605
2	SPG	Simon Property Group Inc.	121,649	$22,691,187
3	NNN	Nnn REIT, Inc.	452,534	$19,020,003
4	ADC	Agree Realty Corp	211,993	$15,980,031
5	REG	Regency Centers Corp This page	155,192	$11,741,826
6	FRT	Federal Realty Investment Trust	95,267	$10,118,308
7	KIM	Kimco Realty Corp	368,127	$8,271,813
8	BRX	Brixmor Property Group Inc.	231,237	$6,659,625

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,741,826	155,192	+140.8%	Shares	Sole	2026-05-12
2025-12-31	$4,449,328	64,455	+70.0%	Shares	Sole	2026-02-17
2025-09-30	$2,764,075	37,916	+152.4%	Shares	Defined	2025-11-14
2025-06-30	$1,070,087	15,023	+2.3%	Shares	Defined	2025-08-08
2025-03-31	$1,083,608	14,691	-16.3%	Shares	Sole	2025-05-15
2024-12-31	$1,298,358	17,562	+32.3%	Shares	Defined	2025-02-14
2024-09-30	$958,925	13,276	+6.5%	Shares	Defined	2024-10-11
2024-06-30	$775,009	12,460	+5.0%	Shares	Sole	2024-08-15
2024-03-31	$718,422	11,863	+29.8%	Shares	Sole	2024-05-13
2023-12-31	$612,313	9,139	+4.1%	Shares	Defined	2024-02-14
2023-09-30	$522,061	8,783	+19.1%	Shares	Defined	2023-11-16
2023-06-30	$455,368	7,372	+10.2%	Shares	Sole	2023-07-21
2023-03-31	$409,171	6,688	+4.6%	Shares	Sole	2023-05-15
2022-12-31	$399,625	6,394	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.