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Equibles

Creative Planning

Position in REG — Regency Centers Corp

CIK 1540235 OVERLAND PARK, KS
Back to REG Full portfolio

Position in REG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$19,182,492
+$7,440,666 QoQ
Shares Held
240,563
+55.0% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#73
of 612 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in REG Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

Creative Planning holds $186,955,796 across 25 REIT - Retail names. REG ranks #4 (10.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 O
Realty Income Corp
 564,624 $34,984,102
2 NNN
Nnn REIT, Inc.
 618,874 $28,796,206
3 SPG
Simon Property Group Inc.
 123,826 $27,693,684
4 REG
Regency Centers Corp
This page 		240,563 $19,182,492
5 ADC
Agree Realty Corp
 244,958 $18,553,118
6 KIM
Kimco Realty Corp
 555,518 $14,082,380
7 FRT
Federal Realty Investment Trust
 111,368 $13,747,265
8 BRX
Brixmor Property Group Inc.
 374,520 $11,808,615

All Filings in REG

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,182,492 240,563
2026-03-31 $11,741,826 155,192
2025-12-31 $4,449,328 64,455
2025-09-30 $2,764,075 37,916
2025-06-30 $1,070,087 15,023
2025-03-31 $1,083,608 14,691
2024-12-31 $1,298,358 17,562
2024-09-30 $958,925 13,276
2024-06-30 $775,009 12,460
2024-03-31 $718,422 11,863
2023-12-31 $612,313 9,139
2023-09-30 $522,061 8,783
2023-06-30 $455,368 7,372
2023-03-31 $409,171 6,688
2022-12-31 $399,625 6,394