Position in REG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$310,427
+$7,182 QoQ
Shares Held
3,893
-2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#418
of 606 holders
Holding Since
Mar 2023
10 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $1,930,465 across 4 REIT - Retail names. REG ranks #3 (16.1% of the industry book) .
All Filings in REG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,427 | 3,893 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $303,245 | 4,008 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $278,328 | 4,032 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $289,340 | 3,969 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $284,848 | 3,999 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $291,794 | 3,956 | Shares | Sole | 2025-04-18 | |
| 2024-03-31 | $214,382 | 3,540 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $235,438 | 3,514 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $208,872 | 3,514 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $214,986 | 3,514 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||