Position in REG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,435
+$74 QoQ
Shares Held
18
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#581
of 606 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $22,352 across 6 REIT - Retail names. REG ranks #4 (6.4% of the industry book) .
All Filings in REG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,435 | 18 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,361 | 18 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $1,242 | 18 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $1,312 | 18 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $1,282 | 18 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $1,327 | 18 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $1,330 | 18 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $1,300 | 18 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $1,119 | 18 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,090 | 18 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $1,206 | 18 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $1,069 | 18 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $1,111 | 18 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $1,101 | 18 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $1,125 | 18 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $2,207 | 41 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $1,067 | 18 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $1,284 | 18 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $2,185 | 29 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $1,211 | 18 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $1,153 | 18 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $1,020 | 18 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $820 | 18 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $684 | 18 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,422 | 31 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $691 | 18 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||