Position in REG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,659,216
-$801,646 QoQ
Shares Held
74,798
-20.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 5.37447525334902.ToString("F0")%
Shared 0.ToString("F0")%
None 94.62552474665098.ToString("F0")%
Common Shares in REG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $64,730,133 across 23 REIT - Retail names. REG ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
142,412 | $26,564,110 | |
| 2 | O |
Realty Income Corp
|
144,870 | $8,863,146 | |
| 3 | FRT |
Federal Realty Investment Trust
|
68,563 | $7,282,076 | |
| 4 | REG |
Regency Centers Corp
This page
|
74,798 | $5,659,216 | |
| 5 | NNN |
Nnn REIT, Inc.
|
93,719 | $3,939,009 | |
| 6 | KIM |
Kimco Realty Corp
|
104,261 | $2,342,744 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
44,719 | $1,673,384 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
50,963 | $1,467,734 |
All Filings in REG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,659,216 | 74,798 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,460,862 | 93,595 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,835,717 | 80,051 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,658,226 | 79,436 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,839,726 | 79,172 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,856,660 | 79,219 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,639,260 | 64,229 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,389,029 | 54,486 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,438,139 | 73,285 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,763,810 | 205,430 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $11,410,399 | 191,965 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $9,500,781 | 153,809 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,687,914 | 158,351 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $7,710,687 | 123,371 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,283,218 | 116,680 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,250,680 | 105,390 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,852,662 | 82,039 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,574,754 | 47,442 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,142,440 | 31,820 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $221,554 | 3,458 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||