Position in REG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$275,103
+$14,076 QoQ
Shares Held
3,450
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#431
of 605 holders
Holding Since
Dec 2023
11 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, 2026Cetera Trust Company, N.A holds $1,360,648 across 5 REIT - Retail names. REG ranks #2 (20.2% of the industry book) .
All Filings in REG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,103 | 3,450 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $261,027 | 3,450 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $263,211 | 3,813 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $272,500 | 3,738 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $266,257 | 3,738 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $268,338 | 3,638 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $268,957 | 3,638 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $269,056 | 3,725 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $234,805 | 3,775 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $228,614 | 3,775 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $252,925 | 3,775 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||