Position in REG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,395,321
-$244,279 QoQ
Shares Held
18,442
-22.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in REG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Horizon Investments, LLC holds $19,898,759 across 15 REIT - Retail names. REG ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
22,466 | $4,190,582 | |
| 2 | BRX |
Brixmor Property Group Inc.
|
129,015 | $3,715,632 | |
| 3 | O |
Realty Income Corp
|
55,946 | $3,422,776 | |
| 4 | REG |
Regency Centers Corp
This page
|
18,442 | $1,395,321 | |
| 5 | FRT |
Federal Realty Investment Trust
|
12,208 | $1,296,611 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
32,547 | $1,217,908 | |
| 7 | FCPT |
Four Corners Property Trust, Inc.
|
46,190 | $1,092,393 | |
| 8 | NNN |
Nnn REIT, Inc.
|
22,853 | $960,511 |
All Filings in REG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,395,321 | 18,442 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,639,600 | 23,752 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,502,396 | 20,609 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,611,293 | 22,621 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $174,958 | 2,372 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $167,303 | 2,263 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $160,711 | 2,225 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $168,873 | 2,715 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $162,724 | 2,687 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $172,123 | 2,569 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $162,449 | 2,733 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $150,965 | 2,444 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $135,574 | 2,216 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $272,812 | 4,365 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $290,682 | 5,398 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $220,989 | 3,726 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $504,445 | 7,071 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $389,032 | 5,163 | Shares | Sole | 2022-02-15 | |
| 2021-03-31 | $328,350 | 5,790 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||