Corient Private Wealth LLC

Position in REG — Regency Centers Corp

CIK 1948780 MIAMI, FL

Position in REG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,044,933

+$3,907,457 QoQ

Shares Held

66,679

+304.7% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 87.8687010256737.ToString("F0")% Shared 0.0637064407211569.ToString("F0")% None 12.067592533605149.ToString("F0")%

Real Estate · as of Mar 31, 2026

Corient Private Wealth LLC holds $62,636,171 across 20 REIT - Retail names. REG ranks #4 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NNN	Nnn REIT, Inc.	320,389	$13,465,949
2	SPG	Simon Property Group Inc.	53,028	$9,891,311
3	O	Realty Income Corp	130,383	$7,976,831
4	REG	Regency Centers Corp This page	66,679	$5,044,933
5	ADC	Agree Realty Corp	48,780	$3,677,036
6	PECO	Phillips Edison & Company, Inc.	80,625	$3,016,987
7	NTST	NETSTREIT Corp.	140,009	$2,636,369
8	FCPT	Four Corners Property Trust, Inc.	110,928	$2,623,447

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,044,933	66,679	+304.7%	Shares	Sole	2026-05-15
2025-12-31	$1,137,476	16,478	+111.6%	Shares	Sole	2026-03-09
2025-09-30	$567,671	7,787	+18.2%	Shares	Other	2025-11-14
2025-06-30	$469,192	6,587	+3.3%	Shares	Sole	2025-09-26
2025-03-31	$470,146	6,374	+23.7%	Shares	Sole	2025-05-14
2024-12-31	$380,812	5,151	-12.4%	Shares	Defined	2025-02-10
2024-09-30	$424,640	5,879	+64.2%	Shares	Sole	2024-11-12
2024-06-30	$222,676	3,580	-63.1%	Shares	Sole	2024-08-13
2023-12-31	$650,101	9,703	-3.3%	Shares	Sole	2024-02-09
2023-09-30	$596,599	10,037	+110.4%	Shares	Sole	2023-11-03
2023-03-31	$291,828	4,770	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.