Position in REG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$400,294
+$49,838 QoQ
Shares Held
5,020
+8.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#387
of 606 holders
Holding Since
Sep 2024
8 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, 2026Compound Planning, Inc. holds $4,211,803 across 7 REIT - Retail names. REG ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
6,118 | $1,368,290 | |
| 2 | O |
Realty Income Corp
|
13,299 | $824,005 | |
| 3 | KIM |
Kimco Realty Corp
|
22,917 | $580,945 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
14,473 | $456,333 | |
| 5 | REG |
Regency Centers Corp
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|
5,020 | $400,294 | |
| 6 | FRT |
Federal Realty Investment Trust
|
2,951 | $364,270 | |
| 7 | NNN |
Nnn REIT, Inc.
|
4,678 | $217,666 |
All Filings in REG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,294 | 5,020 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $350,456 | 4,632 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $234,011 | 3,390 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $246,329 | 3,379 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $225,086 | 3,160 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $271,068 | 3,675 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $262,303 | 3,548 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $250,638 | 3,470 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||