Position in REG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,330,935
+$237,776 QoQ
Shares Held
17,591
+11.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 96.40156898413962.ToString("F0")%
Shared 0.ToString("F0")%
None 3.598431015860383.ToString("F0")%
Common Shares in REG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Ethic Inc. holds $23,485,514 across 11 REIT - Retail names. REG ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
56,328 | $10,506,861 | |
| 2 | O |
Realty Income Corp
|
110,148 | $6,738,854 | |
| 3 | ADC |
Agree Realty Corp
|
18,450 | $1,390,761 | |
| 4 | REG |
Regency Centers Corp
This page
|
17,591 | $1,330,935 | |
| 5 | KIM |
Kimco Realty Corp
|
55,605 | $1,249,444 | |
| 6 | NNN |
Nnn REIT, Inc.
|
18,650 | $783,859 | |
| 7 | FRT |
Federal Realty Investment Trust
|
3,976 | $422,290 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
9,257 | $355,746 |
All Filings in REG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||