Position in REG
as of Mar 31, 2025
· filed May 5, 2025
Position Value
$123,769
+$61,299 QoQ
Shares Held
1,678
+98.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 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 Mar 31, 2025Lindbrook Capital, LLC holds $1,779,846 across 25 REIT - Retail names. REG ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
5,309 | $307,975 | |
| 2 | SPG |
Simon Property Group Inc.
|
1,744 | $289,643 | |
| 3 | NNN |
Nnn REIT, Inc.
|
5,531 | $235,897 | |
| 4 | ADC |
Agree Realty Corp
|
2,832 | $218,602 | |
| 5 | REG |
Regency Centers Corp
This page
|
1,678 | $123,769 | |
| 6 | KRG |
Kite Realty Group Trust
|
4,690 | $104,915 | |
| 7 | SKT |
Tanger Inc.
|
2,992 | $101,099 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
3,011 | $79,942 |
All Filings in REG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 | $123,769 | 1,678 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $62,470 | 845 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $60,817 | 842 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $58,841 | 946 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $49,840 | 823 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $62,444 | 932 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $49,275 | 829 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $42,497 | 688 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $33,343 | 545 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $21,312 | 341 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $22,778 | 423 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $20,046 | 338 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $16,122 | 226 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $16,727 | 222 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $15,957 | 237 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $15,184 | 237 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $13,440 | 237 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $5,926 | 130 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $3,649 | 96 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,900 | 85 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $2,920 | 76 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||