Dynamic Wealth Strategies, LLC

Position in REG — Regency Centers Corp

CIK 1812853 GRANITE BAY, CA

Position in REG

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$16,027

+$820 QoQ

Shares Held

201

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#517

of 606 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Dynamic Wealth Strategies, LLC holds $129,328 across 5 REIT - Retail names. REG ranks #4 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	210	$46,966
2	O	Realty Income Corp	585	$36,246
3	KIM	Kimco Realty Corp	700	$17,745
4	REG	Regency Centers Corp This page	201	$16,027
5	FRT	Federal Realty Investment Trust	100	$12,344

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,027	201	0.0%	Shares	Sole	2026-07-23
2026-03-31	$15,207	201	-29.5%	Shares	Sole	2026-05-13
2025-12-31	$19,673	285	0.0%	Shares	Sole	2026-02-04
2025-09-30	$20,776	285	0.0%	Shares	Sole	2025-10-29
2025-06-30	$20,300	285	-47.8%	Shares	Sole	2025-08-13
2025-03-31	$40,272	546	0.0%	Shares	Sole	2025-05-13
2024-09-30	$39,437	546	+108.4%	Shares	Sole	2024-11-13
2024-06-30	$16,296	262	0.0%	Shares	Sole	2024-08-15
2024-03-31	$15,866	262	-21.8%	Shares	Sole	2024-05-15
2023-12-31	$22,445	335	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.