Position in REG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$18,100
-$5,732 QoQ
Shares Held
227
-27.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#514
of 606 holders
Holding Since
Dec 2023
11 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, 2026Capital Analysts, LLC holds $511,329 across 11 REIT - Retail names. REG ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
6,478 | $164,217 | |
| 2 | SPG |
Simon Property Group Inc.
|
568 | $127,032 | |
| 3 | O |
Realty Income Corp
|
1,429 | $88,540 | |
| 4 | KRG |
Kite Realty Group Trust
|
2,049 | $58,149 | |
| 5 | REG |
Regency Centers Corp
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|
227 | $18,100 | |
| 6 | SKT |
Tanger Inc.
|
407 | $16,064 | |
| 7 | ADC |
Agree Realty Corp
|
192 | $14,542 | |
| 8 | UE |
Urban Edge Properties
|
395 | $9,037 |
All Filings in REG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,100 | 227 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $23,832 | 315 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $28,371 | 411 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $29,816 | 409 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $29,346 | 412 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $30,241 | 410 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $30,163 | 408 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $29,036 | 402 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $25,128 | 404 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $24,647 | 407 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $27,135 | 405 | Shares | Defined | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||