Position in REG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$227,019
New position
Shares Held
2,847
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#453
of 606 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Composition Wealth, LLC holds $4,716,374 across 6 REIT - Retail names. REG ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
14,271 | $3,191,709 | |
| 2 | O |
Realty Income Corp
|
8,561 | $530,439 | |
| 3 | KIM |
Kimco Realty Corp
|
11,649 | $295,302 | |
| 4 | NNN |
Nnn REIT, Inc.
|
5,816 | $270,618 | |
| 5 | REG |
Regency Centers Corp
This page
|
2,847 | $227,019 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
6,384 | $201,287 |
All Filings in REG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,019 | 2,847 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||