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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

REG holding history

Regency Centers Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

REG overviewAll 13F holders of REGFull Q2 2026 holdings

Shares (Q2 2026)
729
Value
$58.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of REG by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026729$58.1K<0.1%+295+68.0%AddedHolders
Q1 2026434$32.8K<0.1%−343−44.1%ReducedHolders
Q4 2025777$53.6K<0.1%+349+81.5%AddedHolders
Q3 2025428$31.2K<0.1%+13+3.1%AddedHolders
Q2 2025415$29.6K<0.1%+106+34.3%AddedHolders
Q1 2025309$22.8K<0.1%+41+15.3%AddedHolders
Q4 2024268$19.8K<0.1%00.0%UnchangedHolders
Q3 2024268$19.4K<0.1%00.0%UnchangedHolders
Q2 2024268$16.7K<0.1%00.0%UnchangedHolders
Q1 2024268$16.0K<0.1%−12−4.3%ReducedHolders
Q4 2023280$18.8K<0.1%−180−39.1%ReducedHolders
Q3 2023460$27.3K<0.1%−60−11.5%ReducedHolders
Q2 2023520$32.1K<0.1%+252+94.0%AddedHolders
Q1 2023268$16.4K<0.1%−135−33.5%ReducedHolders
Q4 2022403$25.2K<0.1%+135+50.4%AddedHolders
Q3 2022268$14.0K<0.1%−62−18.8%ReducedHolders
Q2 2022330$20.0K<0.1%+62+23.1%AddedHolders
Q1 2022268$19.0K<0.1%00.0%UnchangedHolders
Q4 2021268$20.0K<0.1%00.0%UnchangedHolders
Q3 2021268$18.0K<0.1%00.0%UnchangedHolders
Q2 2021268$17.0K<0.1%00.0%UnchangedHolders
Q1 2021268$15.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.