Position in REG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$939,097
+$161,540 QoQ
Shares Held
11,777
+14.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#293
of 605 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in REG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Sanctuary Advisors, LLC holds $40,161,251 across 15 REIT - Retail names. REG ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
259,905 | $16,103,713 | |
| 2 | NNN |
Nnn REIT, Inc.
|
189,665 | $8,825,112 | |
| 3 | SPG |
Simon Property Group Inc.
|
34,761 | $7,774,297 | |
| 4 | KIM |
Kimco Realty Corp
|
64,528 | $1,635,784 | |
| 5 | REG |
Regency Centers Corp
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|
11,777 | $939,097 | |
| 6 | FRT |
Federal Realty Investment Trust
|
6,994 | $863,339 | |
| 7 | CBL |
Cbl & Associates Properties Inc
|
15,839 | $840,892 | |
| 8 | KRG |
Kite Realty Group Trust
|
20,395 | $578,810 |
All Filings in REG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $939,097 | 11,777 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $777,557 | 10,277 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $788,184 | 11,418 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,380,944 | 18,943 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $1,114,963 | 15,653 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $1,397,235 | 18,943 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $1,481,409 | 20,038 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $709,081 | 9,817 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $483,605 | 7,775 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||