Filing Research | REG - REGENCY CTRS CORP Institutional Holdings

Snapshot holdings

50 / 113 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	996.9KSH	$79.5M
2	Arbejdsmarkedets Tillaegspension	Shares	362.1KSH	$28.9M
3	Swedbank AB	Shares	193.1KSH	$15.4M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	172.5KSH	$13.8M
5	BALDWIN WEALTH PARTNERS LLC/MA	Shares	146.7KSH	$11.7M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	116.3KSH	$8.9M
7	Vert Asset Management LLC	Shares	87.8KSH	$7.0M
8	Police & Firemen's Retirement System of New Jersey	Shares	82.1KSH	$6.5M
9	TrustWell Financial Advisors, LLC	Shares	73.8KSH	$5.9M
10	IFM Investors Pty Ltd	Shares	64.7KSH	$5.2M
11	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	62.9KSH	$5.0M
12	Czech National Bank	Shares	46.9KSH	$3.7M
13	BDF-GESTION	Shares	15.6KSH	$3.6M
14	Mirae Asset Global Investments Co., Ltd.	Shares	42.6KSH	$3.4M
15	Y-Intercept (Hong Kong) Ltd	Shares	42.1KSH	$3.4M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	36.6KSH	$2.9M
17	QRG CAPITAL MANAGEMENT, INC.	Shares	32.5KSH	$2.6M
18	PensionDanmark Pensionsforsikringsaktieselskab	Shares	22.2KSH	$1.8M
19	ASR Vermogensbeheer N.V.	Shares	22.0KSH	$1.8M
20	Baker Ellis Asset Management LLC	Shares	20.1KSH	$1.6M
21	GRACE & WHITE INC /NY	Shares	18.7KSH	$1.5M
22	WEST PACES ADVISORS INC.	Shares	17.6KSH	$1.4M
23	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	17.3KSH	$1.4M
24	RIA Advisory Group LLC	Shares	15.6KSH	$1.2M
25	TECTONIC ADVISORS LLC	Shares	10.5KSH	$835.9K
26	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	9.9KSH	$785.6K
27	MIZUHO SECURITIES USA LLC	Shares	10.0KSH	$753.0K
28	ABN AMRO INVESTMENT SOLUTIONS	Shares	9.3KSH	$745.0K
29	Crossmark Global Holdings, Inc.	Shares	9.3KSH	$744.5K
30	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	9.2KSH	$732.0K
31	HARTFORD INVESTMENT MANAGEMENT CO	Shares	9.1KSH	$724.7K
32	NAPLES GLOBAL ADVISORS, LLC	Shares	8.8KSH	$705.8K
33	Aaron Wealth Advisors LLC	Shares	8.5KSH	$680.5K
34	Louisiana State Employees Retirement System	Shares	8.4KSH	$669.8K
35	Sequoia Financial Advisors, LLC	Shares	7.2KSH	$577.1K
36	Merit Financial Group, LLC	Shares	7.2KSH	$575.6K
37	E. Ohman J:or Asset Management AB	Shares	7.1KSH	$564.4K
38	Fideuram Asset Management (Ireland) dac	Shares	6.0KSH	$475.0K
39	Assenagon Asset Management S.A.	Shares	5.8KSH	$463.2K
40	Wealthcare Capital Partners, LLC	Shares	5.5KSH	$440.4K
41	GAMMA Investing LLC	Shares	5.3KSH	$423.5K
42	Telos Capital Management, Inc.	Shares	4.9KSH	$387.1K
43	Urban Wealth Management, LLC	Shares	4.5KSH	$359.8K
44	SECURIAN ASSET MANAGEMENT, INC	Shares	4.3KSH	$358.4K
45	Diligent Investors, LLC	Shares	4.5KSH	$356.0K
46	Optas, LLC	Shares	4.4KSH	$350.5K
47	NorthCrest Asset Manangement, LLC	Shares	4.3KSH	$345.3K
48	Ballentine Partners, LLC	Shares	4.1KSH	$326.4K
49	IRON Financial LLC	Shares	4.0KSH	$322.9K
50	Vanderbilt University	Shares	4.0KSH	$317.0K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 123 loaded

#		Instrument
1	Robeco Institutional Asset Management B.V. added	Shares	+532.0K	+$44.3M	$79.5M
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+97.2K	+$7.4M	$8.9M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+52.1K	+$4.6M	$13.8M
4	Arbejdsmarkedets Tillaegspension added	Shares	+22.4K	+$3.2M	$28.9M
5	Y-Intercept (Hong Kong) Ltd added	Shares	+29.8K	+$2.4M	$3.4M
6	BDF-GESTION trimmed	Shares	-1.8K	+$2.2M	$3.6M
7	TrustWell Financial Advisors, LLC added	Shares	+18.9K	+$1.7M	$5.9M
8	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+17.2K	+$1.4M	$1.8M
9	Swedbank AB added	Shares	+2.4K	+$970.1K	$15.4M
10	BALDWIN WEALTH PARTNERS LLC/MA added	Shares	+2.6K	+$797.4K	$11.7M
11	Police & Firemen's Retirement System of New Jersey added	Shares	+4.9K	+$705.4K	$6.5M
12	IFM Investors Pty Ltd added	Shares	+4.3K	+$590.3K	$5.2M
13	Vert Asset Management LLC added	Shares	+2.0K	+$510.1K	$7.0M
14	Fideuram Asset Management (Ireland) dac new	Shares	+6.0K	+$475.0K	$475.0K
15	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+2.3K	+$431.2K	$5.0M
16	QRG CAPITAL MANAGEMENT, INC. added	Shares	+3.6K	+$401.5K	$2.6M
17	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.6K	+$369.0K	$3.4M
18	Urban Wealth Management, LLC new	Shares	+4.5K	+$359.8K	$359.8K
19	Czech National Bank added	Shares	+2.1K	+$348.3K	$3.7M
20	NorthCrest Asset Manangement, LLC new	Shares	+4.3K	+$345.3K	$345.3K
21	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+3.9K	+$338.3K	$785.6K
22	Ballentine Partners, LLC new	Shares	+4.1K	+$326.4K	$326.4K
23	Vanderbilt University new	Shares	+4.0K	+$317.0K	$317.0K
24	Platform Technology Partners new	Shares	+3.0K	+$238.4K	$238.4K
25	Composition Wealth, LLC new	Shares	+2.8K	+$227.0K	$227.0K
26	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+337	+$174.9K	$2.9M
27	TECTONIC ADVISORS LLC added	Shares	+1.6K	+$165.4K	$835.9K
28	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+1.0K	+$146.2K	$1.4M
29	RIA Advisory Group LLC added	Shares	+1.0K	+$142.0K	$1.2M
30	SIGNATUREFD, LLC added	Shares	+1.6K	+$137.4K	$310.3K
31	Versant Capital Management, Inc added	Shares	+976	+$90.0K	$316.2K
32	Legacy Wealth Asset Management, LLC added	Shares	+874	+$81.0K	$290.4K
33	GRACE & WHITE INC /NY unchanged	Shares	0	+$76.2K	$1.5M
34	Crossmark Global Holdings, Inc. added	Shares	+227	+$55.3K	$744.5K
35	Envestnet Portfolio Solutions, Inc. added	Shares	+427	+$46.4K	$275.9K
36	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+62	+$42.1K	$732.0K
37	GAMMA Investing LLC added	Shares	+270	+$42.1K	$423.5K
38	Optas, LLC added	Shares	+293	+$40.1K	$350.5K
39	IRON Financial LLC added	Shares	+274	+$37.3K	$322.9K
40	Louisiana State Employees Retirement System unchanged	Shares	0	+$34.3K	$669.8K
41	ELEVATION WEALTH PARTNERS, LLC added	Shares	+406	+$32.7K	$38.4K
42	E. Ohman J:or Asset Management AB unchanged	Shares	0	+$28.9K	$564.4K
43	NAPLES GLOBAL ADVISORS, LLC trimmed	Shares	-104	+$28.1K	$705.8K
44	Somerset Trust Co added	Shares	+177	+$27.4K	$272.9K
45	Aprio Wealth Management, LLC added	Shares	+120	+$23.8K	$287.2K
46	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-100	+$22.9K	$358.4K
47	Wealthcare Capital Partners, LLC unchanged	Shares	0	+$22.5K	$440.4K
48	Tema ETFs LLC added	Shares	+145	+$19.9K	$174.2K
49	Diligent Investors, LLC unchanged	Shares	0	+$18.2K	$356.0K
50	Farther Finance Advisors, LLC added	Shares	+105	+$16.1K	$176.5K

Scroll to load more