CX Institutional

Position in REG — Regency Centers Corp

CIK 1737089 AUBURN, IN

Position in REG

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$273,986

+$40,348 QoQ

Shares Held

3,436

+11.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#433

of 605 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

CX Institutional holds $1,662,864 across 10 REIT - Retail names. REG ranks #3 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	2,217	$495,832
2	O	Realty Income Corp	6,852	$424,549
3	REG	Regency Centers Corp This page	3,436	$273,986
4	FRT	Federal Realty Investment Trust	1,614	$199,232
5	KIM	Kimco Realty Corp	7,174	$181,860
6	IVT	InvenTrust Properties Corp.	881	$31,187
7	PECO	Phillips Edison & Company, Inc.	724	$30,132
8	KRG	Kite Realty Group Trust	732	$20,774

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,986	3,436	+11.3%	Shares	Sole	2026-07-02
2026-03-31	$233,638	3,088	+35.4%	Shares	Sole	2026-04-06
2025-12-31	$157,457	2,281	+26.1%	Shares	Sole	2026-02-02
2025-09-30	$131,876	1,809	+6.7%	Shares	Sole	2025-10-23
2025-06-30	$120,734	1,695	+2.6%	Shares	Sole	2025-07-16
2025-03-31	$121,851	1,652	+409.9%	Shares	Sole	2025-04-15
2022-06-30	$19,216	324	+0.9%	Shares	Sole	2022-08-02
2021-09-30	$21,612	321	+16.7%	Shares	Sole	2021-11-10
2021-06-30	$17,619	275	+26.1%	Shares	Sole	2021-08-04
2021-03-31	$12,362	218	+26.0%	Shares	Sole	2021-04-15
2020-12-31	$7,887	173	+620.8%	Shares	Sole	2021-01-12
2020-09-30	$912	24	+4.3%	Shares	Sole	2020-10-13
2020-06-30	$1,055	23	-73.6%	Shares	Sole	2020-08-06
2020-03-31	$3,343	87	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.