Position in REG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$275,900
+$46,424 QoQ
Shares Held
3,460
+14.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#430
of 605 holders
Holding Since
Dec 2023
9 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, 2026Envestnet Portfolio Solutions, Inc. holds $3,750,643 across 6 REIT - Retail names. REG ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KIM |
Kimco Realty Corp
|
43,383 | $1,099,759 | |
| 2 | O |
Realty Income Corp
|
16,850 | $1,044,026 | |
| 3 | CURB |
Curbline Properties Corp.
|
21,817 | $663,236 | |
| 4 | SPG |
Simon Property Group Inc.
|
1,818 | $406,595 | |
| 5 | REG |
Regency Centers Corp
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|
3,460 | $275,900 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
8,748 | $261,127 |
All Filings in REG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,900 | 3,460 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $229,476 | 3,033 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $318,642 | 4,616 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $293,568 | 4,027 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $255,644 | 3,589 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $230,573 | 3,126 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $250,992 | 3,395 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $227,596 | 3,151 | Shares | Sole | 2024-10-31 | |
| 2023-12-31 | $236,644 | 3,532 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||