REGENCY CENTERS CORP (REG) — Institutional Holders, Q2 2026 (page 6)
613 institutional investment managers reported a REG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $14.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 501 to 600. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
REG 13F holders ranked 501–600 of 613
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | FINANCIAL CONSULATE#501 · 526 sh | 526 | $41.9K | — | 0.0% |
| 502 | Bogart Wealth#502 · 520 sh | 520 | $41.5K | <0.01% | 0.0% |
| 503 | ZRC WEALTH MANAGEMENT#503 · 481 sh | 481 | $38.4K | — | +541.3% |
| 504 | Steigerwald, Gordon & Koch#504 · 449 sh | 449 | $35.8K | <0.01% | 0.0% |
| 505 | ONEFUND#505 · 449 sh | 449 | $35.8K | 0.02% | -0.7% |
| 506 | Parkside Financial Bank#506 · 444 sh | 444 | $35.4K | — | +102.7% |
| 507 | True Wealth Design#507 · 436 sh | 436 | $34.8K | — | +71.7% |
| 508 | MATHER GROUP#508 · 389 sh | 389 | $31.0K | — | -0.5% |
| 509 | COHEN & STEERS#509 · 359 sh | 359 | $29.0K | 0.00% | 0.0% |
| 510 | Spire Wealth Management#510 · 350 sh | 350 | $27.9K | <0.01% | 0.0% |
| 511 | Basecamp Wealth Advisors#511 · 337 sh | 337 | $26.9K | <0.01% | 0.0% |
| 512 | PRIVATE NA#512 · 306 sh | 306 | $24.4K | — | +212.2% |
| 513 | Clearstead#513 · 291 sh | 291 | $23.2K | <0.01% | +227.0% |
| 514 | NewEdge Advisors#514 · 290 sh | 290 | $23.1K | <0.01% | New |
| 515 | IFG Advisory#515 · 283 sh | 283 | $22.6K | <0.01% | New |
| 516 | Alpine Bank Wealth Management#516 · 279 sh | 279 | $22.2K | — | New |
| 517 | Raiffeisen Bank International AG#517 · 245 sh | 245 | $19.9K | <0.01% | +97.6% |
| 518 | CVA Family Office#518 · 230 sh | 230 | $18.3K | <0.01% | 0.0% |
| 519 | Capital Analysts#519 · 227 sh | 227 | $18.0K | <0.01% | -27.9% |
| 520 | Keating Financial Advisory Services#520 · 223 sh | 223 | $17.8K | <0.01% | +197.3% |
| 521 | Dogwood Wealth Management#521 · 207 sh | 207 | $16.5K | <0.01% | 0.0% |
| 522 | Dynamic Wealth Strategies#522 · 201 sh | 201 | $16.0K | — | 0.0% |
| 523 | Lavaca Capital#523 · 200 sh | 200 | $15.9K | <0.01% | 0.0% |
| 524 | Quent Capital#524 · 198 sh | 198 | $15.8K | <0.01% | +15.8% |
| 525 | MassMutual Private Wealth & , FSB#525 · 188 sh | 188 | $15.0K | — | -7.8% |
| 526 | UMB Bank, n.a.#526 · 175 sh | 175 | $14.0K | <0.01% | +60.6% |
| 527 | MEEDER ASSET MANAGEMENT#527 · 171 sh | 171 | $13.6K | <0.01% | New |
| 528 | Bell Investment Advisors#528 · 156 sh | 156 | $12.4K | <0.01% | 0.0% |
| 529 | HARBOR INVESTMENT ADVISORY#529 · 153 sh | 153 | $12.2K | — | 0.0% |
| 530 | Ronald Blue#530 · 146 sh | 146 | $11.6K | — | -17.0% |
| 531 | Owl Creek Wealth Partners#531 · 137 sh | 137 | $10.9K | — | +7.9% |
| 532 | MJT & Associates Financial Advisory Group#532 · 133 sh | 133 | $10.6K | — | 0.0% |
| 533 | Ritter Daniher Financial Advisory / DE#533 · 121 sh | 121 | $9.6K | <0.01% | 0.0% |
| 534 | Bruce G. Allen Investments#534 · 119 sh | 119 | $9.5K | <0.01% | 0.0% |
| 535 | THURSTON, SPRINGER, MILLER, HERD & TITAK#535 · 119 sh | 119 | $9.5K | — | 0.0% |
| 536 | DELTA ASSET MANAGEMENT#536 · 117 sh | 117 | $9.3K | <0.01% | 0.0% |
| 537 | WHITTIER OF NEVADA#537 · 114 sh | 114 | $9.2K | <0.01% | +8.6% |
| 538 | ARMSTRONG ADVISORY GROUP#538 · 113 sh | 113 | $9.0K | — | 0.0% |
| 539 | FARMERS & MERCHANTS INVESTMENTS#539 · 111 sh | 111 | $8.9K | — | 0.0% |
| 540 | Vanguard National#540 · 105 sh | 105 | $8.4K | <0.01% | 0.0% |
| 541 | TD Waterhouse Canada#541 · 101 sh | 101 | $8.0K | — | 0.0% |
| 542 | SOA Wealth Advisors#542 · 97 sh | 97 | $7.8K | <0.01% | +4750.0% |
| 543 | IFP Advisors#543 · 95 sh | 95 | $7.6K | — | -71.5% |
| 544 | Capital Advisors, Ltd.#544 · 87 sh | 87 | $7.0K | <0.01% | 0.0% |
| 545 | Markowski Investments#545 · 81 sh | 81 | $6.5K | <0.01% | — |
| 546 | JPL Wealth Management#546 · 79 sh | 79 | $6.3K | <0.01% | 0.0% |
| 547 | Kemnay Advisory Services#547 · 77 sh | 77 | $6.1K | <0.01% | +5.5% |
| 548 | Fairman Group#548 · 76 sh | 76 | $6.1K | — | 0.0% |
| 549 | GW&K Investment Management#549 · 76 sh | 76 | $6.0K | 0.00% | -3.8% |
| 550 | Grove Bank#550 · 70 sh | 70 | $5.6K | — | 0.0% |
| 551 | Manchester Capital Management#551 · 68 sh | 68 | $5.4K | — | +30.8% |
| 552 | Colonial Advisors#552 · 66 sh | 66 | $5.3K | <0.01% | 0.0% |
| 553 | MidFirst Bank#553 · 64 sh | 64 | $5.1K | <0.01% | 0.0% |
| 554 | Wealth Enhancement Services#554 · 62 sh | 62 | $4.9K | — | New |
| 555 | WHITTIER#555 · 61 sh | 61 | $4.9K | 0.00% | 0.0% |
| 556 | POM Investment Strategies#556 · 57 sh | 57 | $4.5K | — | 0.0% |
| 557 | Cornerstone Planning Group#557 · 54 sh | 54 | $4.5K | — | +8.0% |
| 558 | Strengthening Families & Communities#558 · 56 sh | 56 | $4.5K | — | New |
| 559 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#559 · 55 sh | 55 | $4.4K | <0.01% | +44.7% |
| 560 | DT Investment Partners#560 · 54 sh | 54 | $4.3K | — | 0.0% |
| 561 | Avion Wealth#561 · 52 sh | 52 | $4.0K | <0.01% | +62.5% |
| 562 | HARBOUR INVESTMENTS#562 · 46 sh | 46 | $3.7K | 0.00% | -17.9% |
| 563 | Aspect Partners#563 · 46 sh | 46 | $3.7K | — | 0.0% |
| 564 | IMG Wealth Management#564 · 45 sh | 45 | $3.6K | — | +60.7% |
| 565 | ALERUS FINANCIAL NA#565 · 44 sh | 44 | $3.5K | <0.01% | -98.0% |
| 566 | MANNING & NAPIER ADVISORS#566 · 43 sh | 43 | $3.5K | 0.00% | 0.0% |
| 567 | Financial Management Professionals#567 · 42 sh | 42 | $3.4K | — | +7.7% |
| 568 | SUMMIT SECURITIES GROUP#568 · 38 sh | 38 | $3.0K | <0.01% | +40.7% |
| 569 | Rialto Wealth Management#569 · 35 sh | 35 | $2.8K | <0.01% | +75.0% |
| 570 | MOTCO#570 · 34 sh | 34 | $2.7K | <0.01% | +9.7% |
| 571 | CBIZ Investment Advisory Services#571 · 34 sh | 34 | $2.6K | <0.01% | 0.0% |
| 572 | Salomon & Ludwin#572 · 32 sh | 32 | $2.5K | <0.01% | 0.0% |
| 573 | Fulcrum Asset Management LLP#573 · 28 sh | 28 | $2.3K | <0.01% | New |
| 574 | Bayforest Capital Ltd#574 · 28 sh | 28 | $2.2K | <0.01% | -97.6% |
| 575 | Ares Financial Consulting#575 · 27 sh | 27 | $2.2K | — | New |
| 576 | Sachetta#576 · 26 sh | 26 | $2.1K | <0.01% | +4.0% |
| 577 | Burk#577 · 26 sh | 26 | $2.1K | <0.01% | 0.0% |
| 578 | ACTION POINT FINANCIAL PLANNING#578 · 27 sh | 27 | $2.0K | <0.01% | New |
| 579 | Ancora Advisors#579 · 24 sh | 24 | $1.9K | 0.00% | -93.6% |
| 580 | Dunhill Financial#580 · 23 sh | 23 | $1.9K | <0.01% | -4.2% |
| 581 | LRI Investments#581 · 23 sh | 23 | $1.8K | <0.01% | 0.0% |
| 582 | Rossby Financial, LCC#582 · 23 sh | 23 | $1.8K | <0.01% | 0.0% |
| 583 | Silver Grove Financial Group#583 · 20 sh | 20 | $1.6K | <0.01% | New |
| 584 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#584 · 20 sh | 20 | $1.6K | <0.01% | +53.8% |
| 585 | Transamerica Financial Advisors#585 · 19 sh | 19 | $1.5K | <0.01% | +26.7% |
| 586 | RAFFA WEALTH MANAGEMENT#586 · 18 sh | 18 | $1.4K | <0.01% | 0.0% |
| 587 | Planning Strategies#587 · 17 sh | 17 | $1.4K | — | — |
| 588 | CoreCap Advisors#588 · 16 sh | 16 | $1.3K | — | 0.0% |
| 589 | Private Wealth Management Group#589 · 15 sh | 15 | $1.2K | — | 0.0% |
| 590 | HIGHLINE WEALTH PARTNERS#590 · 15 sh | 15 | $1.2K | — | -64.3% |
| 591 | Physician Wealth Advisors#591 · 14 sh | 14 | $1.1K | — | -48.1% |
| 592 | Activest Wealth Management#592 · 14 sh | 14 | $1.1K | — | 0.0% |
| 593 | CENTRAL#593 · 13 sh | 13 | $1.0K | 0.00% | New |
| 594 | Bare Financial Services#594 · 13 sh | 13 | $1.0K | <0.01% | New |
| 595 | Sunrise Financial Services#595 · 12 sh | 12 | $957.00 | — | 0.0% |
| 596 | MV CAPITAL MANAGEMENT#596 · 11 sh | 11 | $878.00 | <0.01% | -21.4% |
| 597 | Hughes Financial Services#597 · 11 sh | 11 | $877.00 | <0.01% | +266.7% |
| 598 | Clark Wealth Partners#598 · 10 sh | 10 | $798.00 | — | 0.0% |
| 599 | Cornerstone Financial Management#599 · 9 sh | 9 | $718.00 | <0.01% | 0.0% |
| 600 | BARTLETT & WEALTH MANAGEMENT#600 · 8 sh | 8 | $644.00 | 0.00% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.