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Livermore
Livermore
ZHEN

CWM, LLC

SEC CIK
0001535847
Latest filing
May 14, 2026

REG holding history

Regency Centers Corp in every 13F filed by CWM, 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 Q1 2026 holdings

Shares (Q1 2026)
8,860
Value
$670.3K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of REG by CWM, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20268,860$670.3K<0.1%−5,027−36.2%ReducedHolders
Q4 202513,887$959.0K<0.1%+8,993+183.8%AddedHolders
Q3 20254,894$357.0K<0.1%+3,676+301.8%AddedHolders
Q2 20251,218$87.0K<0.1%−352−22.4%ReducedHolders
Q1 20251,570$116.0K<0.1%+279+21.6%AddedHolders
Q4 20241,291$95.0K<0.1%−44−3.3%ReducedHolders
Q3 20241,335$96.0K<0.1%+41+3.2%AddedHolders
Q2 20241,294$81.0K<0.1%−1,103−46.0%ReducedHolders
Q1 20242,397$145.0K<0.1%−5,762−70.6%ReducedHolders
Q4 20238,159$547.0K<0.1%−12,983−61.4%ReducedHolders
Q3 202321,142$1.26M<0.1%+20,514+3,266.6%AddedHolders
Q2 2023628$39.0K<0.1%+50+8.7%AddedHolders
Q1 2023578$35.0K<0.1%−20−3.3%ReducedHolders
Q4 2022598$37.0K<0.1%−357−37.4%ReducedHolders
Q3 2022955$51.0K<0.1%+283+42.1%AddedHolders
Q2 2022672$40.0K<0.1%+356+112.7%AddedHolders
Q1 2022316$23.0K<0.1%+205+184.7%AddedHolders
Q4 2021111$8.00K<0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202131$2.00K<0.1%00.0%UnchangedHolders
Q1 202131$2.00K<0.1%––Holders

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