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 556 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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
350
shares
|
$24,356
0.0% of portfolio
|
Q4 2025
Reduced 4.11%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
321
shares
|
$22,338
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
320
shares
|
$22,268
0.0% of portfolio
|
Q4 2025
Added 8.11%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
316
shares
|
$21,990
0.01% of portfolio
|
Q3 2025
Added 26.4%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
303
shares
|
$21,085
0.01% of portfolio
|
Q4 2025
Added 80.36%
|
|
|
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%
|
|
|
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
|
Jan 12, 2026 Q4 2025 |
198
shares
|
$13,778
0.0% of portfolio
|
Q4 2025
Added 7.03%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
183
shares
|
$12,734
0.0% of portfolio
|
Q3 2025
Added 266.0%
|
|
|
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%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
156
shares
|
$10,856
0.0% of portfolio
|
Q3 2025
Reduced 37.1%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
153
shares
|
$10,647
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
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%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
121
shares
|
$8,420
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
121
shares
|
$8,420
0.0% of portfolio
|
Q3 2025
Added 61.33%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
119
shares
|
$8,281
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
117
shares
|
$8,142
0.0% of portfolio
|
Q4 2022
New holding
|
|