Institute for Wealth Management, LLC.
Position in REGN — Regeneron Pharmaceuticals, Inc.
CIK 1533954
DENVER, CO
Position in REGN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$365,394
-$110,552 QoQ
Shares Held
586
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#885
of 1,322 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in REGN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $11,270,960 across 30 Biotechnology names. REGN ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VKTX |
Viking Therapeutics, Inc.
|
108,643 | $4,238,163 | |
| 2 | IMMX |
Immix Biopharma, Inc.
|
337,552 | $3,480,161 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
3,202 | $1,590,529 | |
| 4 | ABSI |
Absci Corp
|
99,892 | $1,157,748 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
This page
|
586 | $365,394 | |
| 6 | RPRX |
Royalty Pharma plc
|
1,688 | $94,646 | |
| 7 | TECH |
BIO-TECHNE Corp
|
860 | $60,759 | |
| 8 | ARGX |
Argenx SE
|
47 | $43,605 |
All Filings in REGN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,394 | 586 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $475,946 | 616 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $475,471 | 616 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $440,819 | 784 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $419,475 | 799 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $538,461 | 849 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $604,768 | 849 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $893,554 | 850 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $921,753 | 877 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $872,978 | 907 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $795,730 | 906 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $753,831 | 916 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $661,775 | 921 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $811,809 | 988 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $727,983 | 1,009 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $715,735 | 1,039 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $626,006 | 1,059 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $739,626 | 1,059 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $675,726 | 1,070 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $647,542 | 1,070 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $604,340 | 1,082 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $528,024 | 1,116 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $535,285 | 1,108 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $567,057 | 1,013 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $612,424 | 982 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $484,383 | 992 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||