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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

REG holding history

Regency Centers Corp in every 13F filed by Avion Wealth, 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)
52
Value
$4.00K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of REG by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202652$4.00K<0.1%+20+62.5%AddedHolders
Q1 202632$2.00K<0.1%00.0%UnchangedHolders
Q4 202532$2.00K<0.1%−14−30.4%ReducedHolders
Q3 202546$3.00K<0.1%+7+17.9%AddedHolders
Q2 202539$2.00K<0.1%−3−7.1%ReducedHolders
Q1 202542$3.00K<0.1%00.0%UnchangedHolders
Q4 202442$3.00K<0.1%+10+31.3%AddedHolders
Q3 202432$2.00K<0.1%00.0%UnchangedHolders
Q2 202432$1.00K<0.1%−48−60.0%ReducedHolders
Q1 202480$5.00K<0.1%00.0%UnchangedHolders
Q4 202380$5.00K<0.1%−16−16.7%ReducedHolders
Q3 202396$5.00K<0.1%+16+20.0%AddedHolders
Q2 202380$4.00K<0.1%−8−9.1%ReducedHolders
Q1 202388$5.00K<0.1%+8+10.0%AddedHolders
Q4 202280$4.00K<0.1%00.0%UnchangedHolders
Q3 202280$4.00K<0.1%00.0%UnchangedHolders
Q2 202280$5.00K<0.1%00.0%UnchangedHolders
Q1 202280$6.00K<0.1%00.0%UnchangedHolders
Q4 202180$6.00K<0.1%00.0%UnchangedHolders
Q3 202180$5.00K<0.1%00.0%UnchangedHolders
Q2 202180$5.00K<0.1%00.0%UnchangedHolders
Q1 202180$5.00K<0.1%––Holders

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