Position in REG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$702,748
+$28,088 QoQ
Shares Held
8,813
-1.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#331
of 606 holders
Holding Since
Sep 2023
12 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 Jun 30, 2026NAPLES GLOBAL ADVISORS, LLC holds $4,068,398 across 3 REIT - Retail names. REG ranks #3 (17.3% of the industry book) .
All Filings in REG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $702,748 | 8,813 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $674,660 | 8,917 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $644,256 | 9,333 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $680,375 | 9,333 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $680,175 | 9,549 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $710,677 | 9,635 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $712,315 | 9,635 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $695,936 | 9,635 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $616,464 | 9,911 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $610,687 | 10,084 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $706,649 | 10,547 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $831,446 | 13,988 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||