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Moran Wealth Management, LLC

SEC CIK
0001965334
Latest filing
Aug 5, 2026

REG holding history

Regency Centers Corp in every 13F filed by Moran 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)
15,217
Value
$1.21M
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of REG by Moran Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,217$1.21M<0.1%−133−0.9%ReducedHolders
Q1 202615,350$1.16M<0.1%−7,194−31.9%ReducedHolders
Q4 202522,544$1.56M<0.1%−367−1.6%ReducedHolders
Q3 202522,911$1.67M0.1%−339−1.5%ReducedHolders
Q2 202523,250$1.66M0.1%−200−0.9%ReducedHolders
Q1 202523,450$1.73M0.1%−236−1.0%ReducedHolders
Q4 202423,686$1.75M0.1%−223−0.9%ReducedHolders
Q3 202423,909$1.73M0.1%−22−0.1%ReducedHolders
Q2 202423,931$1.49M<0.1%−957−3.8%ReducedHolders
Q1 202424,888$1.51M<0.1%−859−3.3%ReducedHolders
Q4 202325,747$1.73M0.1%−290,668−91.9%ReducedHolders
Q3 2023316,415$18.8M0.7%+316,415NewHolders