Position in REG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,118,592
-$212,343 QoQ
Shares Held
14,028
-20.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#280
of 606 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in REG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Ethic Inc. holds $23,605,545 across 11 REIT - Retail names. REG ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
51,724 | $11,568,072 | |
| 2 | O |
Realty Income Corp
|
106,576 | $6,603,448 | |
| 3 | KIM |
Kimco Realty Corp
|
45,245 | $1,146,960 | |
| 4 | REG |
Regency Centers Corp
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|
14,028 | $1,118,592 | |
| 5 | CBL |
Cbl & Associates Properties Inc
|
12,065 | $640,530 | |
| 6 | KRG |
Kite Realty Group Trust
|
21,840 | $619,819 | |
| 7 | FRT |
Federal Realty Investment Trust
|
3,972 | $490,303 | |
| 8 | SKT |
Tanger Inc.
|
12,134 | $478,928 |
All Filings in REG
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,118,592 | 14,028 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,330,935 | 17,591 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,093,159 | 15,836 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,003,687 | 13,768 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $990,453 | 13,905 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $528,932 | 7,171 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $559,132 | 7,563 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $500,481 | 6,929 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $423,084 | 6,802 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $419,620 | 6,929 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $509,870 | 7,610 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $353,073 | 5,940 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $343,008 | 5,553 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $473,777 | 7,744 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $505,625 | 8,090 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $445,070 | 8,265 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $629,516 | 10,614 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $890,109 | 12,477 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,014,437 | 13,463 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $825,331 | 12,258 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $926,388 | 14,459 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $748,458 | 13,198 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $473,041 | 10,376 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||