Position in REG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$680,501
-$36,604 QoQ
Shares Held
8,534
-10.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#335
of 606 holders
Holding Since
Mar 2022
5 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 Jun 30, 2026Aaron Wealth Advisors LLC holds $895,632 across 2 REIT - Retail names. REG ranks #1 (76.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REG |
Regency Centers Corp
This page
|
8,534 | $680,501 | |
| 2 | FCPT |
Four Corners Property Trust, Inc.
|
8,763 | $215,131 |
All Filings in REG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,501 | 8,534 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $717,105 | 9,478 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $806,270 | 11,680 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $736,071 | 10,097 | Shares | Sole | 2025-10-03 | |
| 2022-03-31 | $268,000 | 19,119 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||