Position in REG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$305,643
+$93,871 QoQ
Shares Held
3,833
+36.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#423
of 611 holders
Holding Since
Mar 2022
12 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, 2026Proficio Capital Partners LLC holds $1,707,244 across 4 REIT - Retail names. REG ranks #3 (17.9% of the industry book) .
All Filings in REG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,643 | 3,833 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $211,772 | 2,799 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $208,056 | 2,854 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $294,607 | 4,136 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $283,754 | 3,847 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $271,840 | 3,677 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $242,042 | 3,351 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $222,613 | 3,579 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $217,168 | 3,586 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $245,019 | 3,657 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $230,330 | 3,875 | Shares | Sole | 2023-10-18 | |
| 2022-03-31 | $278,939 | 3,910 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||