Position in REG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$250,698
+$20,770 QoQ
Shares Held
3,144
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#441
of 605 holders
Holding Since
Sep 2023
3 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, 2026AE Wealth Management LLC holds $6,319,305 across 7 REIT - Retail names. REG ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
|
42,773 | $1,780,195 | |
| 2 | O |
Realty Income Corp
|
21,611 | $1,339,008 | |
| 3 | SPG |
Simon Property Group Inc.
|
5,670 | $1,268,077 | |
| 4 | KIM |
Kimco Realty Corp
|
25,401 | $643,913 | |
| 5 | KRG |
Kite Realty Group Trust
|
21,764 | $617,660 | |
| 6 | MAC |
Macerich Co
|
16,664 | $419,754 | |
| 7 | REG |
Regency Centers Corp
This page
|
3,144 | $250,698 |
All Filings in REG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,698 | 3,144 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $229,928 | 3,039 | Shares | Other | 2026-05-13 | |
| 2023-09-30 | $287,214 | 4,832 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||