Institutional Ownership Regency Centers Corp (REG)
This table provides information about the institutional ownership of Regency Centers Corp (REG). We have compiled data on the 561 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
416
shares
|
$28,949
0.0% of portfolio
|
Q2 2025
Added 50.72%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
409
shares
|
$28,462
0.0% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
406
shares
|
$28,253
0.0% of portfolio
|
Q3 2025
Added 63.05%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
366
shares
|
$25,469
0.0% of portfolio
|
Q3 2025
Added 95.72%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
365
shares
|
$25,400
0.0% of portfolio
|
Q3 2025
Reduced 32.16%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
321
shares
|
$22,338
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
316
shares
|
$21,990
0.01% of portfolio
|
Q3 2025
Added 26.4%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
296
shares
|
$20,598
0.0% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
285
shares
|
$19,833
0.01% of portfolio
|
Q2 2025
Reduced 47.8%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
281
shares
|
$19,554
0.01% of portfolio
|
Q3 2025
Added 155.45%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
279
shares
|
$19,415
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
268
shares
|
$18,650
0.01% of portfolio
|
Q2 2025
Added 425.49%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
230
shares
|
$16,005
0.0% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
222
shares
|
$15,448
0.0% of portfolio
|
Q3 2025
Reduced 18.98%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
211
shares
|
$14,683
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
200
shares
|
$13,918
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
199
shares
|
$13,848
0.0% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
185
shares
|
$12,874
0.0% of portfolio
|
Q3 2025
Reduced 19.57%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
183
shares
|
$12,734
0.0% of portfolio
|
Q3 2023
Reduced 41.72%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
183
shares
|
$12,734
0.0% of portfolio
|
Q3 2025
Added 266.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
168
shares
|
$11,691
0.0% of portfolio
|
Q3 2025
Reduced 24.66%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
156
shares
|
$10,856
0.0% of portfolio
|
Q3 2025
Reduced 37.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
144
shares
|
$10,020
0.0% of portfolio
|
Q2 2025
Reduced 30.1%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
136
shares
|
$9,464
0.0% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
125
shares
|
$8,698
0.0% of portfolio
|
Q1 2025
Added 43.68%
|
|