Position in REG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$141,299
+$8,516 QoQ
Shares Held
1,772
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#471
of 605 holders
Holding Since
Mar 2025
6 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, 2026PROATHLETE WEALTH MANAGEMENT LLC holds $238,947 across 2 REIT - Retail names. REG ranks #1 (59.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | REG |
Regency Centers Corp
This page
|
1,772 | $141,299 | |
| 2 | O |
Realty Income Corp
|
1,576 | $97,648 |
All Filings in REG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,299 | 1,772 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $132,783 | 1,755 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $119,836 | 1,736 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $125,315 | 1,719 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $121,233 | 1,702 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $124,359 | 1,686 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||