Regency Centers Corp
REG- Exchange
- Nasdaq
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000910606
No open-market purchases or sales by Regency Centers Corp insiders were filed in the last 90 days; 612 institutions reported holding it in 13F filings for Q2 2026, worth $14.7B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Regency Centers Corp as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 485
- +33 vs. Q2 2024
- Shares held
- 177.4M
- +24.3M (+15.9%) vs. Q2 2024
- Total value
- $12.8B
- +$3.29B (+34.6%) vs. Q2 2024
- New holders
- 69
- 182 more added
- Sold out
- 36
- 172 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting REG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 612 | $14.7B |
| Q1 2026 | 589 | $12.8B |
| Q4 2025 | 552 | $12.8B |
| Q3 2025 | 522 | $12.0B |
| Q2 2025 | 516 | $13.2B |
| Q1 2025 | 513 | $13.7B |
| Q4 2024 | 492 | $13.6B |
| Q3 2024 | 485 | $12.8B |
| Q2 2024 | 457 | $10.8B |
| Q1 2024 | 464 | $10.7B |
| Q4 2023 | 472 | $11.9B |
| Q3 2023 | 441 | $10.6B |
| Q2 2023 | 426 | $10.6B |
| Q1 2023 | 419 | $10.4B |
| Q4 2022 | 429 | $10.5B |
| Q3 2022 | 401 | $9.08B |
| Q2 2022 | 388 | $9.96B |
| Q1 2022 | 398 | $12.3B |
| Q4 2021 | 421 | $13.2B |
| Q3 2021 | 384 | $11.6B |
| Q2 2021 | 384 | $11.0B |
| Q1 2021 | 366 | $9.65B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Regency Centers Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dynamic Wealth Strategies, LLC | 546 | $39.0K | 0.03% | +284+108.4% | Added |
| Cromwell Holdings LLC | 528 | $38.5K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 523 | $37.8K | 0.00% | +23+4.6% | Added |
| Bogart Wealth, LLC | 520 | $37.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 461 | $33.3K | 0.00% | −13−2.7% | Reduced |
| Federated Hermes, Inc. | 446 | $32.2K | 0.00% | −562−55.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 433 | $31.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 432 | $31.2K | 0.00% | +84+24.1% | Added |
| Lazard Asset Management LLC | 427 | $30.0K | 0.00% | −2,222−83.9% | Reduced |
| Capital Analysts, LLC | 402 | $29.0K | 0.00% | −2−0.5% | Reduced |
| Allworth Financial LP | 401 | $29.0K | 0.00% | +26+6.9% | Added |
| Versant Capital Management, Inc | 392 | $28.3K | 0.01% | +21+5.7% | Added |
| Pittenger & Anderson Inc | 347 | $25.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 341 | $24.6K | 0.00% | +75+28.2% | Added |
| AllSquare Wealth Management LLC | 321 | $23.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 313 | $22.6K | 0.00% | −10−3.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 311 | $22.5K | 0.01% | +5+1.6% | Added |
| Clearstead Advisors, LLC | 268 | $19.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 268 | $19.4K | 0.00% | +25+10.3% | Added |
| Manchester Capital Management LLC | 248 | $17.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 240 | $17.3K | 0.01% | −10−4.0% | Reduced |
| New Age Alpha Advisors, LLC | 214 | $15.5K | 0.01% | +214 | New |
| Parkside Financial Bank & Trust | 210 | $15.2K | 0.00% | −12−5.4% | Reduced |
| CVA Family Office, LLC | 185 | $13.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 171 | $12.2K | 0.00% | +152+800.0% | Added |
| Maryland Capital Advisors Inc. | 165 | $11.9K | 0.01% | +165 | New |
| Bell Investment Advisors, Inc | 156 | $11.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 146 | $10.5K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 145 | $10.5K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 141 | $10.2K | 0.00% | +39+38.2% | Added |
| Meeder Asset Management Inc | 126 | $9.10K | 0.00% | +6+5.0% | Added |
| Bruce G. Allen Investments, LLC | 119 | $8.60K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 117 | $8.45K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 116 | $8.38K | 0.00% | +116 | New |
| Armstrong Advisory Group, Inc | 113 | $8.16K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 111 | $8.02K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 105 | $7.58K | 0.00% | +24+29.6% | Added |
| Whittier Trust Co | 91 | $6.57K | 0.00% | +30+49.2% | Added |
| Bryn Mawr Trust Co | 90 | $6.50K | 0.00% | +90 | New |
| Rothschild Investment LLC | 85 | $6.14K | 0.00% | +5+6.3% | Added |
| Capital Advisors, Ltd. LLC | 82 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 83 | $6.00K | 0.00% | +83 | New |
| Riggs Asset Managment Co. Inc. | 82 | $5.92K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 70 | $5.06K | 0.00% | +2+2.9% | Added |
| GW&K Investment Management, LLC | 64 | $5.00K | 0.00% | +6+10.3% | Added |
| Colonial Trust Advisors | 66 | $4.77K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 55 | $3.97K | 0.00% | +5+10.0% | Added |
| DT Investment Partners, LLC | 54 | $3.90K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 54 | $3.90K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 49 | $3.54K | 0.00% | +12+32.4% | Added |
| Aspect Partners, LLC | 46 | $3.32K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 42 | $3.03K | 0.00% | +42 | New |
| Frazier Financial Advisors, LLC | 41 | $2.96K | 0.00% | +14+51.9% | Added |
| Zions Bancorporation, N.A. | 38 | $2.75K | 0.00% | −75−66.4% | Reduced |
| Grove Bank & Trust | 35 | $2.53K | 0.00% | +35 | New |
| Capital Performance Advisors LLP | 32 | $2.31K | 0.00% | +32 | New |
| IFP Advisors, Inc | 31 | $2.24K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 33 | $2.00K | 0.00% | −927−96.6% | Reduced |
| Financial Management Professionals, Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $1.88K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 25 | $1.81K | 0.00% | +25 | New |
| Dunhill Financial, LLC | 25 | $1.78K | 0.00% | +12+92.3% | Added |
| LRI Investments, LLC | 23 | $1.69K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 21 | $1.52K | 0.00% | −202−90.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 21 | $1.52K | 0.00% | −15−41.7% | Reduced |
| Golden State Equity Partners | 20 | $1.44K | 0.00% | +20 | New |
| Venturi Wealth Management, LLC | 19 | $1.37K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 19 | $1.37K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 16 | $1.16K | 0.00% | +16 | New |
| Private Wealth Management Group, LLC | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 15 | $1.08K | 0.00% | +15 | New |
| First Horizon Advisors, Inc. | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 22 | $1.00K | 0.00% | +22 | New |
| Harbour Investments, Inc. | 12 | $867 | 0.00% | −31−72.1% | Reduced |
| MV Capital Management, Inc. | 11 | $795 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $650 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 6 | $438 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4 | $289 | 0.00% | −25−86.2% | Reduced |
| SOA Wealth Advisors, LLC. | 2 | $163 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $72 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $72 | 0.00% | +1 | New |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −564,861−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −477,456−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −184,567−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −90,183−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −79,873−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −20,598−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −17,744−100.0% | Sold out |
| VCI Wealth Management LLC | 0 | $0 | 0.00% | −13,744−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −12,147−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −11,478−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,394−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,373−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −6,891−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −6,659−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −5,551−100.0% | Sold out |