Aprio Wealth Management, LLC

Position in REG — Regency Centers Corp

CIK 1803519 ATLANTA, GA

Position in REG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$287,143

+$23,771 QoQ

Shares Held

3,601

+3.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#426

of 606 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $1,747,360 across 4 REIT - Retail names. REG ranks #3 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	10,095	$625,486
2	SPG	Simon Property Group Inc.	2,512	$561,808
3	REG	Regency Centers Corp This page	3,601	$287,143
4	BRX	Brixmor Property Group Inc.	8,656	$272,923

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,143	3,601	+3.4%	Shares	Sole	2026-07-24
2026-03-31	$263,372	3,481	+25.6%	Shares	Sole	2026-05-11
2025-09-30	$202,078	2,772	-27.1%	Shares	Sole	2025-11-12
2025-03-31	$280,583	3,804	+25.4%	Shares	Sole	2025-05-15
2024-12-31	$224,229	3,033	—	Shares	Sole	2025-01-13
No filing history on record for this holder in this stock.