Position in REG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$236,269
+$11,862 QoQ
Shares Held
2,963
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#447
of 606 holders
Holding Since
Mar 2025
3 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, 2026Portfolio Design Labs, LLC holds $470,725 across 2 REIT - Retail names. REG ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REG |
Regency Centers Corp
This page
|
2,963 | $236,269 | |
| 2 | O |
Realty Income Corp
|
3,784 | $234,456 |
All Filings in REG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,269 | 2,963 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $224,407 | 2,966 | Shares | Sole | 2026-05-11 | |
| 2025-03-31 | $221,575 | 3,004 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||