Position in REG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$62,436
+$10,609 QoQ
Shares Held
783
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#487
of 606 holders
Holding Since
Dec 2024
7 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,048,980 across 9 REIT - Retail names. REG ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
4,101 | $506,227 | |
| 2 | O |
Realty Income Corp
|
4,590 | $284,396 | |
| 3 | SPG |
Simon Property Group Inc.
|
332 | $74,251 | |
| 4 | REG |
Regency Centers Corp
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|
783 | $62,436 | |
| 5 | ADC |
Agree Realty Corp
|
718 | $54,381 | |
| 6 | KIM |
Kimco Realty Corp
|
1,611 | $40,838 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
491 | $17,381 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
141 | $5,868 |
All Filings in REG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,436 | 783 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $51,827 | 685 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $39,416 | 571 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,681 | 366 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,320 | 187 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $13,793 | 187 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $13,824 | 187 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||