Position in REG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$58,130
+$25,294 QoQ
Shares Held
729
+68.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#490
of 605 holders
Holding Since
Sep 2020
24 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, 2026Clearstead Advisors, LLC holds $4,107,768 across 26 REIT - Retail names. REG ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,698 | $1,945,307 | |
| 2 | O |
Realty Income Corp
|
23,281 | $1,442,490 | |
| 3 | NNN |
Nnn REIT, Inc.
|
8,379 | $389,874 | |
| 4 | FCPT |
Four Corners Property Trust, Inc.
|
3,776 | $92,700 | |
| 5 | REG |
Regency Centers Corp
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|
729 | $58,130 | |
| 6 | FRT |
Federal Realty Investment Trust
|
400 | $49,376 | |
| 7 | KIM |
Kimco Realty Corp
|
1,474 | $37,365 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
737 | $30,673 |
All Filings in REG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,130 | 729 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $32,836 | 434 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $53,636 | 777 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $31,201 | 428 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $29,560 | 415 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $22,791 | 309 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,813 | 268 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $19,357 | 268 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,669 | 268 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $16,230 | 268 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,760 | 280 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $27,342 | 460 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $32,120 | 520 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $16,396 | 268 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $25,187 | 403 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,431 | 268 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $19,572 | 330 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,119 | 268 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $20,193 | 268 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $18,044 | 268 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,170 | 268 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $15,198 | 268 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $12,218 | 268 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,189 | 268 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||