Position in REG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,263,180
+$265,303 QoQ
Shares Held
28,382
+7.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#228
of 611 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in REG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $74,130,206 across 16 REIT - Retail names. REG ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
416,231 | $25,789,672 | |
| 2 | SPG |
Simon Property Group Inc.
|
56,117 | $12,550,567 | |
| 3 | KIM |
Kimco Realty Corp
|
345,278 | $8,752,797 | |
| 4 | NNN |
Nnn REIT, Inc.
|
132,683 | $6,173,739 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
128,460 | $5,346,505 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
84,148 | $2,978,839 | |
| 7 | GTY |
Getty Realty Corp /Md/
|
74,723 | $2,492,759 | |
| 8 | REG |
Regency Centers Corp
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|
28,382 | $2,263,180 |
All Filings in REG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,263,180 | 28,382 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,997,877 | 26,406 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $507,094 | 7,346 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $436,525 | 5,988 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $440,557 | 6,185 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $566,550 | 7,681 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $348,579 | 4,715 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $374,368 | 5,183 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $353,607 | 5,685 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $349,188 | 5,766 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $345,251 | 5,153 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $387,429 | 6,518 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $368,149 | 5,960 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $398,710 | 6,517 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $352,750 | 5,644 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $257,726 | 4,786 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $288,839 | 4,870 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $348,424 | 4,884 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||