Position in REG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$919,960
+$50,400 QoQ
Shares Held
11,537
+0.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#296
of 605 holders
Holding Since
Mar 2024
10 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, 2026GeoWealth Management, LLC holds $12,862,489 across 11 REIT - Retail names. REG ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
15,222 | $3,404,400 | |
| 2 | O |
Realty Income Corp
|
31,257 | $1,936,683 | |
| 3 | FRT |
Federal Realty Investment Trust
|
15,660 | $1,933,070 | |
| 4 | KIM |
Kimco Realty Corp
|
70,886 | $1,796,960 | |
| 5 | REG |
Regency Centers Corp
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|
11,537 | $919,960 | |
| 6 | ADC |
Agree Realty Corp
|
8,042 | $609,101 | |
| 7 | CBL |
Cbl & Associates Properties Inc
|
11,283 | $599,014 | |
| 8 | SKT |
Tanger Inc.
|
14,548 | $574,209 |
All Filings in REG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $919,960 | 11,537 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $869,560 | 11,493 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $825,253 | 11,955 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $918,904 | 12,605 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $883,750 | 12,407 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,043,482 | 14,147 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,026,000 | 13,878 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $817,210 | 11,314 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $707,338 | 11,372 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $664,464 | 10,972 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||