Position in REG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$18,340
+$939 QoQ
Shares Held
230
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#513
of 606 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in REG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026CVA Family Office, LLC holds $279,119 across 8 REIT - Retail names. REG ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
773 | $172,881 | |
| 2 | O |
Realty Income Corp
|
984 | $60,968 | |
| 3 | REG |
Regency Centers Corp
This page
|
230 | $18,340 | |
| 4 | KIM |
Kimco Realty Corp
|
535 | $13,562 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
175 | $5,517 | |
| 6 | FRT |
Federal Realty Investment Trust
|
40 | $4,937 | |
| 7 | CURB |
Curbline Properties Corp.
|
76 | $2,310 | |
| 8 | NNN |
Nnn REIT, Inc.
|
13 | $604 |
All Filings in REG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,340 | 230 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $17,401 | 230 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $13,667 | 198 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $13,486 | 185 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $16,382 | 230 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $13,645 | 185 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $13,677 | 185 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $13,362 | 185 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $11,507 | 185 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $24,526 | 405 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $27,135 | 405 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $12,354 | 200 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $11,930 | 195 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $30,625 | 490 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $26,925 | 500 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $26,986 | 455 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $16,408 | 230 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $17,330 | 230 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $14,736 | 230 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $13,043 | 230 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||