Position in REG
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$448,966
+$338,209 QoQ
Shares Held
5,934
+260.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
7 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, 2026Arkadios Wealth Advisors holds $8,386,986 across 6 REIT - Retail names. REG ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
47,227 | $2,889,347 | |
| 2 | PECO |
Phillips Edison & Company, Inc.
|
74,203 | $2,776,676 | |
| 3 | SPG |
Simon Property Group Inc.
|
6,908 | $1,288,548 | |
| 4 | KIM |
Kimco Realty Corp
|
32,881 | $738,835 | |
| 5 | REG |
Regency Centers Corp
This page
|
5,934 | $448,966 | |
| 6 | NNN |
Nnn REIT, Inc.
|
5,820 | $244,614 |
All Filings in REG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $448,966 | 5,934 | Shares | Sole | 2026-05-18 | |
| 2021-09-30 | $110,757 | 1,645 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $92,196 | 1,439 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $66,520 | 1,173 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $62,549 | 1,372 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $61,896 | 1,628 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $69,752 | 1,520 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||