HolderBook

REGENCY CTRS CORP (REG)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

13
Reporting holders
$1.5M
Reported value
0.0%
Calls
0.0%
Puts
-600
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
GAMMA Investing LLC$371.9K5,1740.01%12q-2.6%-$9.8K
Versant Capital Management, Inc$330.9K4,6040.03%17q+16.1%+$45.9K
Wedmont Private Capital$266.8K3,7330.01%3q+35.8%+$70.3K
Legacy Wealth Asset Management, LLC$263.2K3,6620.06%3q+0.5%+$1.4K
Farther Finance Advisors, LLC$162.1K2,2560.00%16q+2.0%+$3.2K
ELEVATION WEALTH PARTNERS, LLC$38.7K5390.01%8q+12.1%+$4.2K
MassMutual Private Wealth & Trust, FSB$13.9K1940.00%19q+3.2%
GoalVest Advisory LLC$13.9K1940.00%newNEW
MJT & Associates Financial Advisory Group, Inc.$9.6K1330.01%7qHELD
ARMSTRONG ADVISORY GROUP, INC$8.1K1130.00%16qHELD
Grove Bank & Trust$8.0K1110.00%9q+58.6%+$2.9K
CoreCap Advisors, LLC$1.1K160.00%9qHELD
Planning Strategies Inc.$863120.00%2q-29.4%
Pensionfund PDN$6479,0000.38%4qHELD
Pensionfund Sabic$3885,3990.47%13qHELD
CX Institutional$2463,4230.01%7qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0513G/APRINCIPAL REAL ESTATE INVESTORS LLCwith 1 co-filers3.6%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-04STEIN MARTIN E JRExecutive ChairmanSold274,615$21.5M ×3
2026-05-05WIBBENMEYER NICHOLAS ANDREWW. Regional Pres. & CIOSold7,927$626.7K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202613$1.5M20,7411720.0%
Q2 2026613$16.0B200,475,116702601580.0%
Q1 2026586$12.8B169,336,925741951960.0%
Q4 2025553$12.9B186,929,884662161570.0%
Q3 2025523$12.7B174,138,358601851710.0%
Q2 2025518$13.2B184,963,182651891650.2%
Q1 2025513$13.7B185,602,442632041460.2%
Q4 2024491$13.6B183,995,593501751520.1%
Q3 2024486$13.6B188,407,754661711630.2%
Q2 2024456$11.5B184,448,595501451780.2%
Q1 2024464$11.4B188,077,706521491630.0%
Q4 2023473$12.4B184,924,423551591500.0%
Q3 2023438$10.6B178,719,477542031010.0%
Q2 2023425$10.6B171,517,717451301590.0%
Q1 2023414$10.6B173,250,572291641310.0%
Q4 2022427$10.5B168,448,265581501300.0%
Q3 2022395$9.1B168,443,176401301410.1%
Q2 2022383$10.0B167,669,116391411340.1%
Q1 2022395$12.3B172,063,378351371430.2%
Q4 2021422$13.6B178,574,770531351360.7%
Q3 2021383$11.7B172,354,733371321190.8%
Q2 2021385$11.1B171,607,154511211331.2%
Q1 2021363$9.7B170,055,487331331251.0%
Q4 2020370$7.8B167,109,654511151372.1%
Q3 2020346$6.5B167,778,966391321201.7%
Q2 2020349$7.9B169,911,099431301351.0%
Q1 2020355$6.7B173,783,967421241370.1%
Q4 2019392$11.2B176,930,637391461200.2%
Q3 2019380$11.8B170,169,777311321340.2%
Q2 2019379$11.4B170,154,942321561140.2%
Q1 2019394$11.1B165,024,181531331180.1%
Q4 2018367$10.0B169,837,9158790.0%