WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in REG — Regency Centers Corp
CIK 1632972
PLYMOUTH, MN
Position in REG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,271,609
+$7,826,428 QoQ
Shares Held
116,273
+508.7% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#121
of 606 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in REG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $113,451,084 across 19 REIT - Retail names. REG ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
750,135 | $46,478,364 | |
| 2 | SPG |
Simon Property Group Inc.
|
100,720 | $22,526,028 | |
| 3 | NNN |
Nnn REIT, Inc.
|
221,559 | $10,309,140 | |
| 4 | REG |
Regency Centers Corp
This page
|
116,273 | $9,271,609 | |
| 5 | FRT |
Federal Realty Investment Trust
|
51,760 | $6,389,254 | |
| 6 | ADC |
Agree Realty Corp
|
72,786 | $5,512,811 | |
| 7 | KIM |
Kimco Realty Corp
|
141,107 | $3,577,062 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
60,657 | $2,524,544 |
All Filings in REG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,271,609 | 116,273 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,445,181 | 19,101 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,480,555 | 21,448 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $759,982 | 10,425 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $612,862 | 8,604 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $515,213 | 6,985 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $454,110 | 6,287 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $392,419 | 6,309 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $302,376 | 4,993 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||