Position in REG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$59,805
+$5,709 QoQ
Shares Held
750
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#489
of 606 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $5,300,084 across 16 REIT - Retail names. REG ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
111,054 | $2,815,218 | |
| 2 | O |
Realty Income Corp
|
30,988 | $1,920,016 | |
| 3 | NNN |
Nnn REIT, Inc.
|
6,482 | $301,607 | |
| 4 | SPG |
Simon Property Group Inc.
|
662 | $148,056 | |
| 5 | REG |
Regency Centers Corp
This page
|
750 | $59,805 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
755 | $22,536 | |
| 7 | FRT |
Federal Realty Investment Trust
|
87 | $10,739 | |
| 8 | SKT |
Tanger Inc.
|
200 | $7,894 |
All Filings in REG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,805 | 750 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $54,096 | 715 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $46,112 | 668 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $47,676 | 654 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $46,441 | 652 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $56,500 | 766 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $59,587 | 806 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $58,000 | 803 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $50,879 | 818 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $110,461 | 1,824 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $118,992 | 1,776 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $104,852 | 1,764 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $289,392 | 4,685 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $278,797 | 4,557 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $290,750 | 4,652 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $241,517 | 4,485 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $267,725 | 4,514 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $312,825 | 4,385 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $371,927 | 4,936 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $370,247 | 5,499 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $351,936 | 5,493 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $312,131 | 5,504 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $285,758 | 6,268 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $254,695 | 6,699 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $320,312 | 6,980 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $240,687 | 6,263 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||