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 | 64.18% | 7.35% | 28.47% |
| Industry | Retail REIT Stocks | 77.11% | 7.94% | 14.95% |
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 | 3.10M | 1.71% | - |
| 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
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