Position in REG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,116
+$57 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#587
of 606 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in REG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Activest Wealth Management holds $104,214 across 7 REIT - Retail names. REG ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
277 | $61,951 | |
| 2 | FRT |
Federal Realty Investment Trust
|
200 | $24,688 | |
| 3 | NNN |
Nnn REIT, Inc.
|
255 | $11,865 | |
| 4 | O |
Realty Income Corp
|
66 | $4,089 | |
| 5 | REG |
Regency Centers Corp
This page
|
14 | $1,116 | |
| 6 | KIM |
Kimco Realty Corp
|
17 | $430 | |
| 7 | ADC |
Agree Realty Corp
|
1 | $75 |
All Filings in REG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,116 | 14 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,059 | 14 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,104 | 16 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $510 | 7 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $356 | 5 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $0 | 0 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $147 | 2 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||