Steward Partners Investment Advisory, LLC
Position in REG — Regency Centers Corp
CIK 1723397
STAMFORD, CT
Position in REG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$446,942
+$429,692 QoQ
Shares Held
5,605
+2358.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#372
of 605 holders
Holding Since
Sep 2020
13 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, 2026Steward Partners Investment Advisory, LLC holds $28,209,379 across 21 REIT - Retail names. REG ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
247,873 | $15,358,211 | |
| 2 | SPG |
Simon Property Group Inc.
|
21,963 | $4,912,024 | |
| 3 | FRT |
Federal Realty Investment Trust
|
18,677 | $2,305,488 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
53,679 | $1,692,498 | |
| 5 | NNN |
Nnn REIT, Inc.
|
27,016 | $1,257,054 | |
| 6 | KIM |
Kimco Realty Corp
|
31,164 | $790,007 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
18,452 | $550,792 | |
| 8 | REG |
Regency Centers Corp
This page
|
5,605 | $446,942 |
All Filings in REG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $446,942 | 5,605 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $17,250 | 228 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,283 | 120 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,497 | 144 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,257 | 144 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,194 | 206 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,198 | 165 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,516 | 21 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,239 | 36 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,416 | 172 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,010 | 30 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,248 | 21 | Shares | Sole | 2023-11-13 | |
| 2020-09-30 | $2,281 | 60 | Shares | Sole | 2020-10-30 | |
| No filing history on record for this holder in this stock. | ||||||