Position in REG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$171,783,147
+$23,730,371 QoQ
Shares Held
2,270,462
+5.9% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026MORGAN STANLEY holds $3,213,378,916 across 26 REIT - Retail names. REG ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
5,421,797 | $1,011,327,787 | |
| 2 | O |
Realty Income Corp
|
15,242,786 | $932,553,640 | |
| 3 | REG |
Regency Centers Corp
This page
|
2,270,462 | $171,783,147 | |
| 4 | KIM |
Kimco Realty Corp
|
6,379,965 | $143,357,806 | |
| 5 | EPRT |
Essential Properties Realty Trust, Inc.
|
4,577,402 | $138,969,915 | |
| 6 | NNN |
Nnn REIT, Inc.
|
2,925,161 | $122,944,510 | |
| 7 | FRT |
Federal Realty Investment Trust
|
1,068,466 | $113,481,769 | |
| 8 | ADC |
Agree Realty Corp
|
1,319,035 | $99,428,854 |
All Filings in REG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||