Callan Family Office, LLC
Family OfficePosition in REG — Regency Centers Corp
CIK 1938970
RADNOR, PA
Position in REG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$507,624
+$40,954 QoQ
Shares Held
6,366
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#363
of 606 holders
Holding Since
Jun 2025
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, 2026Callan Family Office, LLC holds $6,201,338 across 8 REIT - Retail names. REG ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
11,434 | $2,557,214 | |
| 2 | O |
Realty Income Corp
|
23,657 | $1,465,787 | |
| 3 | SITC |
SITE Centers Corp.
|
151,185 | $600,204 | |
| 4 | REG |
Regency Centers Corp
This page
|
6,366 | $507,624 | |
| 5 | GTY |
Getty Realty Corp /Md/
|
10,361 | $345,642 | |
| 6 | FRT |
Federal Realty Investment Trust
|
2,135 | $263,544 | |
| 7 | ADC |
Agree Realty Corp
|
3,278 | $248,275 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
6,757 | $213,048 |
All Filings in REG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,624 | 6,366 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $466,670 | 6,168 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $484,452 | 7,018 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $292,037 | 4,006 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $208,846 | 2,932 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||