Naviter Wealth, LLC

Position in REG — Regency Centers Corp

CIK 1855567 LITTLE ROCK, AR

Position in REG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$807,287

+$163,194 QoQ

Shares Held

10,124

+18.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#307

of 606 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Real Estate · as of Jun 30, 2026

Naviter Wealth, LLC holds $14,779,863 across 4 REIT - Retail names. REG ranks #4 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	33,283	$7,443,742
2	O	Realty Income Corp	78,312	$4,852,211
3	KIM	Kimco Realty Corp	66,139	$1,676,623
4	REG	Regency Centers Corp This page	10,124	$807,287

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$807,287	10,124	+18.9%	Shares	Sole	2026-08-07
2026-03-31	$644,093	8,513	-2.9%	Shares	Sole	2026-04-10
2025-12-31	$604,978	8,764	-8.6%	Shares	Sole	2026-01-21
2025-09-30	$698,892	9,587	+11.3%	Shares	Sole	2025-11-06
2025-06-30	$613,432	8,612	-23.4%	Shares	Sole	2025-07-28
2024-09-30	$811,648	11,237	-5.5%	Shares	Sole	2024-10-16
2024-06-30	$739,247	11,885	+9.0%	Shares	Sole	2024-08-02
2024-03-31	$660,164	10,901	+2.0%	Shares	Sole	2024-04-18
2023-12-31	$715,761	10,683	+24.1%	Shares	Sole	2024-02-05
2023-09-30	$511,481	8,605	+8.6%	Shares	Sole	2023-11-14
2023-06-30	$489,280	7,921	+16.1%	Shares	Sole	2023-07-20
2023-03-31	$417,308	6,821	+33.7%	Shares	Sole	2023-04-12
2022-12-31	$318,812	5,101	+27.3%	Shares	Sole	2023-01-31
2022-09-30	$215,830	4,008	—	Shares	Sole	2022-10-27
No filing history on record for this holder in this stock.