Position in REG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$352,651
+$39,393 QoQ
Shares Held
4,661
+2.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
8 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 Mar 31, 2026Larson Financial Group LLC holds $6,384,419 across 23 REIT - Retail names. REG ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSR |
Whitestone REIT
|
275,226 | $4,444,899 | |
| 2 | SPG |
Simon Property Group Inc.
|
3,001 | $559,776 | |
| 3 | O |
Realty Income Corp
|
7,222 | $441,841 | |
| 4 | REG |
Regency Centers Corp
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|
4,661 | $352,651 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
3,226 | $120,716 | |
| 6 | ADC |
Agree Realty Corp
|
1,318 | $99,350 | |
| 7 | NNN |
Nnn REIT, Inc.
|
2,056 | $86,413 | |
| 8 | KRG |
Kite Realty Group Trust
|
2,724 | $66,874 |
All Filings in REG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $352,651 | 4,661 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $313,258 | 4,538 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $369,165 | 5,064 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $428,234 | 6,012 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $384,215 | 5,209 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,140 | 56 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,372 | 19 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $297 | 5 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||