Position in REG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$231,085
-$61,037 QoQ
Shares Held
2,898
-24.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#450
of 606 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in REG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $15,497,501 across 8 REIT - Retail names. REG ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
117,206 | $7,262,081 | |
| 2 | SPG |
Simon Property Group Inc.
|
17,334 | $3,876,748 | |
| 3 | FRT |
Federal Realty Investment Trust
|
14,521 | $1,792,472 | |
| 4 | SKT |
Tanger Inc.
|
19,987 | $788,885 | |
| 5 | NNN |
Nnn REIT, Inc.
|
16,800 | $781,704 | |
| 6 | KIM |
Kimco Realty Corp
|
15,533 | $393,761 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
12,421 | $370,765 | |
| 8 | REG |
Regency Centers Corp
This page
|
2,898 | $231,085 |
All Filings in REG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,085 | 2,898 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $292,122 | 3,861 | Shares | Defined | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||