Regency Centers Ownership | Who Owns Regency Centers?
Regency Centers Ownership Summary
Regency Centers is owned by 87.57% institutional investors, 0.78% insiders, and 11.65% retail investors. Vanguard group is the largest institutional shareholder, holding 15.58% of REG shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.81% of its assets in Regency Centers shares.
REG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Regency Centers | 87.57% | 0.78% | 11.65% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Retail REIT Stocks | 76.66% | 8.21% | 15.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 28.78M | 15.58% | $1.79B |
| Blackrock | 20.44M | 11.07% | $1.27B |
| Norges bank | 17.05M | 9.23% | $1.06B |
| State street | 11.64M | 6.30% | $731.48M |
| Jpmorgan chase | 10.65M | 5.77% | $662.70M |
| Price t rowe associates inc /md/ | 9.64M | 5.22% | $599.79M |
| Principal financial group | 8.92M | 4.83% | $555.01M |
| Geode capital management | 4.51M | 2.44% | $279.71M |
| Boston partners | 4.15M | 2.25% | $258.45M |
| Apg asset management us | 3.06M | 1.66% | $189.58M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Masterton capital management, lp | 185.16K | 8.22% | $11.52M |
| Aew capital management l p | 1.11M | 3.35% | $69.29M |
| Rbo | 192.25K | 2.13% | $11.96M |
| Sitrin capital management | 62.48K | 2.07% | $3.89M |
| Vert asset management | 70.10K | 1.74% | $4.36M |
| Pggm investments | 1.67M | 1.49% | $103.91M |
| Uniplan investment counsel | 203.78K | 1.15% | $12.68M |
| Apg asset management us | 3.06M | 1.09% | $189.58M |
| Lasalle investment management securities | 369.61K | 0.98% | $22.99M |
| Baldwin brothers llc/ma | 154.25K | 0.75% | $9.59M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 17.05M | 0.16% | 17.05M |
| Jpmorgan chase | 10.65M | 0.05% | 2.30M |
| Pggm investments | 1.67M | 1.49% | 1.61M |
| Balyasny asset management | 599.61K | 0.07% | 599.61K |
| Price t rowe associates inc /md/ | 9.64M | 0.07% | 594.09K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | - | - | -2.42M |
| Ubs asset management americas | 167.60K | 0.00% | -1.71M |
| Deutsche bank ag\ | 774.06K | 0.02% | -1.23M |
| Russell investments group | 370.43K | 0.04% | -616.71K |
| Hsbc | 690.69K | 0.03% | -595.46K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 17.05M | 0.16% | 17.05M | $1.06B |
| Varma mutual pension insurance | 174.64K | 0.09% | 174.64K | $10.86M |
| Marshall wace, llp | 43.20K | 0.00% | 43.20K | $2.69M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 42.36K | 0.03% | 42.36K | $2.63M |
| Corebridge financial | 42.17K | 0.01% | 42.17K | $2.62M |
Sold Out
| Holder | Change |
|---|---|
| Continuum advisory | -1.00 |
| Jfs wealth advisors | -2.00 |
| Ruedi wealth management | -5.00 |
| Jamison private wealth management | -5.00 |
| Johnson financial group | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 479 | 5.04% | 160,136,206 | -7.78% | 87 | 0.98% | 246 | 24.24% | 165 | -13.61% |
| Jun 30, 2024 | 452 | -2.80% | 173,622,708 | 8.50% | 94 | 1.25% | 197 | -8.37% | 190 | 13.77% |
| Mar 31, 2024 | 465 | -0.43% | 160,019,125 | -9.74% | 86 | 0.85% | 215 | -10.42% | 167 | 9.15% |
| Dec 31, 2023 | 467 | 7.11% | 177,294,767 | 9.36% | 100 | 1.21% | 240 | -9.43% | 153 | 42.99% |
| Sep 30, 2023 | 436 | 3.07% | 162,114,117 | -5.30% | 91 | 0.91% | 265 | 38.74% | 107 | -32.70% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 6.91M | 3.81% | -19.72K |
| Vanguard Total Stock Mkt Idx Inv | 5.75M | 3.17% | -18.02K |
| Vanguard Small Cap Index | 4.55M | 2.51% | 8.90K |
| Vanguard Institutional 500 Index Trust | 4.33M | 2.38% | 49.67K |
| Principal Real Estate Securities R5 | 3.16M | 1.74% | 60.80K |
| Vanguard Small Cap Value Index Inv | 3.08M | 1.69% | -1.06K |
| T. Rowe Price Real Assets Tr I-Z | 2.78M | 1.53% | 6.02K |
| JHancock Disciplined Value Mid Cap I | 2.75M | 1.51% | - |
| JPMorgan Mid Cap Value L | 2.39M | 1.31% | - |
| JPM US Mid Cap Value-MA | 2.39M | 1.31% | 165.13K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 16, 2024 | HERMAN MICHAEL R | Senior VP and General Counsel | Sell | $69.57K |
| Aug 14, 2024 | ROTH ALAN TODD | E. Regional Pres. & COO | Sell | $299.03K |
| Aug 14, 2024 | WIBBENMEYER NICHOLAS ANDREW | W. Regional Pres. & CIO | Sell | $388.54K |
| Aug 02, 2024 | STEIN MARTIN E JR | Executive Chairman | Sell | $1.75M |
| Feb 21, 2024 | PALMER LISA | President and CEO | Sell | $1.55M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 4 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 2 |
| 2023 Q4 | - | 2 |
REG Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools