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Livermore
Livermore
ZHEN

Raffa Wealth Management, LLC

SEC CIK
0001631073
Latest filing
Jul 27, 2026

REG holding history

Regency Centers Corp in every 13F filed by Raffa Wealth Management, 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)
18
Value
$1.44K
% of portfolio
<0.1%
Quarters held
33
Since Q1 2018
Holdings of REG by Raffa Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618$1.44K<0.1%00.0%UnchangedHolders
Q1 202618$1.36K<0.1%00.0%UnchangedHolders
Q4 202518$1.24K<0.1%00.0%UnchangedHolders
Q3 202518$1.31K<0.1%00.0%UnchangedHolders
Q2 202518$1.28K<0.1%00.0%UnchangedHolders
Q1 202518$1.33K<0.1%00.0%UnchangedHolders
Q4 202418$1.33K<0.1%00.0%UnchangedHolders
Q3 202418$1.30K<0.1%00.0%UnchangedHolders
Q2 202418$1.12K<0.1%00.0%UnchangedHolders
Q1 202418$1.09K<0.1%00.0%UnchangedHolders
Q4 202318$1.21K<0.1%00.0%UnchangedHolders
Q3 202318$1.07K<0.1%00.0%UnchangedHolders
Q2 202318$1.11K<0.1%00.0%UnchangedHolders
Q1 202318$1.10K<0.1%00.0%UnchangedHolders
Q4 202218$1.13K<0.1%−23−56.1%ReducedHolders
Q3 202241$2.21K<0.1%+23+127.8%AddedHolders
Q2 202218$1.07K<0.1%00.0%UnchangedHolders
Q1 202218$1.28K<0.1%−11−37.9%ReducedHolders
Q4 202129$2.19K<0.1%+11+61.1%AddedHolders
Q3 202118$1.21K<0.1%00.0%UnchangedHolders
Q2 202118$1.15K<0.1%00.0%UnchangedHolders
Q1 202118$1.02K<0.1%00.0%UnchangedHolders
Q4 202018$821<0.1%00.0%Unchanged–
Q3 202018$684<0.1%−13−41.9%Reduced–
Q2 202031$1.42K<0.1%+13+72.2%Added–
Q1 202018$692<0.1%00.0%Unchanged–
Q4 201918$1.14K<0.1%00.0%Unchanged–
Q3 201918$1.25K<0.1%+18New–
Q2 20190$00.0%−18−100.0%Sold out–
Q1 201918$1.22K<0.1%00.0%Unchanged–
Q4 201818$1.06K<0.1%00.0%Unchanged–
Q3 201818$1.16K<0.1%00.0%Unchanged–
Q2 201818$1.12K<0.1%00.0%Unchanged–
Q1 201818$1.06K<0.1%+18New–