Position in REG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,997,407
New position
Shares Held
25,049
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#236
of 606 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026WCG Wealth Advisors LLC holds $2,706,167 across 2 REIT - Retail names. REG ranks #1 (73.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REG |
Regency Centers Corp
This page
|
25,049 | $1,997,407 | |
| 2 | O |
Realty Income Corp
|
11,439 | $708,760 |
All Filings in REG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,997,407 | 25,049 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||