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 555 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
11
shares
|
$791
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
9
shares
|
$647
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
8
shares
|
$575
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
8
shares
|
$575
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
7
shares
|
$503
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
7
shares
|
$503
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6
shares
|
$431
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
6
shares
|
$431
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
6
shares
|
$431
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5
shares
|
$359
0.0% of portfolio
|
Q2 2025
Reduced 93.9%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
5
shares
|
$359
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
5
shares
|
$359
0.0% of portfolio
|
Q4 2024
Reduced 92.86%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
3
shares
|
$215
0.0% of portfolio
|
Q1 2025
Reduced 96.63%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
3
shares
|
$215
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
3
shares
|
$215
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
2
shares
|
$143
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
2
shares
|
$143
0.0% of portfolio
|
Q4 2022
Reduced 75.0%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1
shares
|
$71
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1
shares
|
$71
0.0% of portfolio
|
Q1 2025
Reduced 99.8%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|