Moran Wealth Management, LLC

Position in REG — Regency Centers Corp

CIK 1965334 Naples, FL

Position in REG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,213,402

+$52,022 QoQ

Shares Held

15,217

-0.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#275

of 606 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Real Estate · as of Jun 30, 2026

Moran Wealth Management, LLC holds $7,388,299 across 6 REIT - Retail names. REG ranks #3 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	9,219	$2,061,828
2	IVT	InvenTrust Properties Corp.	36,242	$1,282,966
3	REG	Regency Centers Corp This page	15,217	$1,213,402
4	ADC	Agree Realty Corp	14,229	$1,077,704
5	EPRT	Essential Properties Realty Trust, Inc.	35,444	$1,058,003
6	CURB	Curbline Properties Corp.	22,842	$694,396

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,213,402	15,217	-0.9%	Shares	Sole	2026-08-05
2026-03-31	$1,161,380	15,350	-31.9%	Shares	Defined	2026-04-27
2025-12-31	$1,556,211	22,544	-1.6%	Shares	Sole	2026-01-26
2025-09-30	$1,670,211	22,911	-1.5%	Shares	Sole	2025-10-23
2025-06-30	$1,656,097	23,250	-0.9%	Shares	Sole	2025-07-28
2025-03-31	$1,729,672	23,450	-1.0%	Shares	Sole	2025-04-23
2024-12-31	$1,751,105	23,686	-0.9%	Shares	Sole	2025-02-07
2024-09-30	$1,726,947	23,909	-0.1%	Shares	Sole	2024-11-08
2024-06-30	$1,488,508	23,931	-3.8%	Shares	Sole	2024-08-13
2024-03-31	$1,507,217	24,888	-3.3%	Shares	Sole	2024-05-15
2023-12-31	$1,725,049	25,747	-91.9%	Shares	Sole	2024-02-08
2023-09-30	$18,807,707	316,415	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.