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 524 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $12.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
54
shares
|
$3,892
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
51
shares
|
$3,676
0.0% of portfolio
|
Q4 2024
Added 34.21%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
46
shares
|
$3,315
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
42
shares
|
$3,027
0.0% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
42
shares
|
$3,027
0.0% of portfolio
|
Q4 2024
Added 35.48%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
41
shares
|
$2,955
0.0% of portfolio
|
Q2 2023
Reduced 14.58%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
40
shares
|
$2,883
0.0% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39
shares
|
$2,811
0.0% of portfolio
|
Q2 2022
Reduced 48.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
33
shares
|
$2,378
0.0% of portfolio
|
Q4 2024
Added 32.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
30
shares
|
$2,162
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
30
shares
|
$2,162
0.0% of portfolio
|
Q3 2020
Reduced 49.15%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
29
shares
|
$2,090
0.0% of portfolio
|
Q2 2024
Added 222.22%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
26
shares
|
$1,874
0.0% of portfolio
|
Q2 2024
Reduced 21.21%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
25
shares
|
$1,802
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
23
shares
|
$1,657
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
19
shares
|
$1,369
0.0% of portfolio
|
Q4 2024
Reduced 13.64%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
18
shares
|
$1,297
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
18
shares
|
$1,297
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
16
shares
|
$1,153
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
15
shares
|
$1,081
0.0% of portfolio
|
Q3 2023
Reduced 85.29%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
15
shares
|
$1,081
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
15
shares
|
$1,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
13
shares
|
$937
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
12
shares
|
$864
0.0% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
12
shares
|
$864
0.0% of portfolio
|
Q4 2018
Added 9.09%
|