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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
46
shares
|
$3,201
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
46
shares
|
$3,201
0.0% of portfolio
|
Q3 2025
Added 17.95%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
44
shares
|
$3,061
0.0% of portfolio
|
Q3 2025
Added 214.29%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
41
shares
|
$2,853
0.0% of portfolio
|
Q2 2023
Reduced 14.58%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39
shares
|
$2,714
0.0% of portfolio
|
Q2 2022
Reduced 48.0%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
35
shares
|
$2,435
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
34
shares
|
$2,366
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
31
shares
|
$2,157
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
30
shares
|
$2,087
0.0% of portfolio
|
Q3 2020
Reduced 49.15%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
29
shares
|
$2,018
0.0% of portfolio
|
Q2 2024
Added 222.22%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
28
shares
|
$1,948
0.0% of portfolio
|
Q3 2025
Reduced 88.71%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
28
shares
|
$1,948
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
27
shares
|
$1,878
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
26
shares
|
$1,809
0.0% of portfolio
|
Q2 2024
Reduced 21.21%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
25
shares
|
$1,739
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
25
shares
|
$1,739
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
25
shares
|
$1,739
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
24
shares
|
$1,670
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
23
shares
|
$1,600
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
18
shares
|
$1,252
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
18
shares
|
$1,252
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
17
shares
|
$1,183
0.0% of portfolio
|
Q3 2025
Reduced 61.36%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
15
shares
|
$1,043
0.0% of portfolio
|
Q3 2025
Reduced 68.75%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
15
shares
|
$1,043
0.0% of portfolio
|
Q3 2023
Reduced 85.29%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
15
shares
|
$1,043
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|