Position in REG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$335,627
+$46,392 QoQ
Shares Held
4,436
+5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026EP Wealth Advisors, LLC holds $7,212,296 across 11 REIT - Retail names. REG ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
52,729 | $3,225,960 | |
| 2 | NNN |
Nnn REIT, Inc.
|
20,383 | $856,697 | |
| 3 | WSR |
Whitestone REIT
|
43,897 | $708,936 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
11,177 | $418,243 | |
| 5 | SPG |
Simon Property Group Inc.
|
1,884 | $351,422 | |
| 6 | ADC |
Agree Realty Corp
|
4,510 | $339,963 | |
| 7 | REG |
Regency Centers Corp
This page
|
4,436 | $335,627 | |
| 8 | KRG |
Kite Realty Group Trust
|
10,410 | $255,565 |
All Filings in REG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $335,627 | 4,436 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $289,235 | 4,190 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||