Position in REG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$139,863
+$115,728 QoQ
Shares Held
1,754
+449.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#472
of 605 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $5,081,490 across 26 REIT - Retail names. REG ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
30,702 | $1,428,564 | |
| 2 | FRT |
Federal Realty Investment Trust
|
8,440 | $1,041,833 | |
| 3 | SPG |
Simon Property Group Inc.
|
3,562 | $796,641 | |
| 4 | KIM |
Kimco Realty Corp
|
26,236 | $665,082 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
15,137 | $630,001 | |
| 6 | REG |
Regency Centers Corp
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|
1,754 | $139,863 | |
| 7 | KRG |
Kite Realty Group Trust
|
4,312 | $122,374 | |
| 8 | GTY |
Getty Realty Corp /Md/
|
3,255 | $108,586 |
All Filings in REG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,863 | 1,754 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $24,135 | 319 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $24,367 | 353 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,820 | 121 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,342 | 75 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,532 | 75 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $6,653 | 90 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $6,139 | 85 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4,976 | 80 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,358 | 105 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $8,710 | 130 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||