Position in REG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$193,874,567
+$22,091,420 QoQ
Shares Held
2,431,334
+7.1% QoQ
Ownership
1.33%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 612 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in REG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $3,717,580,031 across 27 REIT - Retail names. REG ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,566,600 | $1,244,970,081 | |
| 2 | O |
Realty Income Corp
|
14,440,511 | $894,734,055 | |
| 3 | REG |
Regency Centers Corp
This page
|
2,431,334 | $193,874,567 | |
| 4 | NNN |
Nnn REIT, Inc.
|
3,810,780 | $177,315,587 | |
| 5 | KIM |
Kimco Realty Corp
|
6,806,958 | $172,556,378 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
4,535,556 | $135,386,337 | |
| 7 | MAC |
Macerich Co
|
5,196,073 | $130,889,074 | |
| 8 | ADC |
Agree Realty Corp
|
1,525,277 | $115,524,472 |
All Filings in REG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,874,567 | 2,431,334 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $171,783,147 | 2,270,462 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $148,052,776 | 2,144,760 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $143,668,254 | 1,970,758 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $138,891,373 | 1,949,900 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $155,290,462 | 2,105,348 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $142,537,552 | 1,928,007 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $125,308,065 | 1,734,848 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $96,907,284 | 1,557,995 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $82,999,717 | 1,370,537 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $83,814,588 | 1,250,964 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $71,741,340 | 1,206,954 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $66,430,849 | 1,075,455 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $65,711,596 | 1,074,070 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $63,096,496 | 1,009,544 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $57,519,818 | 1,068,149 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $63,968,142 | 1,078,539 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $37,366,604 | 523,782 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $39,941,824 | 530,084 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $37,166,626 | 552,007 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $37,282,968 | 581,910 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $47,252,297 | 833,227 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $76,605,923 | 1,680,323 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $61,286,943 | 1,611,966 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $97,534,509 | 2,125,398 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $55,378,049 | 1,441,011 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||