Position in REG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,196
-$1,981 QoQ
Shares Held
15
-64.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#584
of 606 holders
Holding Since
Sep 2022
16 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $209,245 across 8 REIT - Retail names. REG ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PECO |
Phillips Edison & Company, Inc.
|
2,535 | $105,506 | |
| 2 | FRT |
Federal Realty Investment Trust
|
285 | $35,180 | |
| 3 | SPG |
Simon Property Group Inc.
|
147 | $32,876 | |
| 4 | O |
Realty Income Corp
|
403 | $24,969 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
253 | $7,977 | |
| 6 | REG |
Regency Centers Corp
This page
|
15 | $1,196 | |
| 7 | ADC |
Agree Realty Corp
|
14 | $1,060 | |
| 8 | KIM |
Kimco Realty Corp
|
19 | $481 |
All Filings in REG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,196 | 15 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,177 | 42 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $621 | 9 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $656 | 9 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $641 | 9 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $663 | 9 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $665 | 9 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $650 | 9 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $559 | 9 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $545 | 9 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $603 | 9 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $534 | 9 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $555 | 9 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $550 | 9 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $562 | 9 | Shares | Sole | 2024-10-29 | |
| 2022-09-30 | $484 | 9 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||