| 4 | STATE STREET CORP | 12.2M | $979.3M | -0.8% | 6.663% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 11.3M | $904.8M | +0.5% | 6.214% | 0.02% |
| 6 | PRINCIPAL FINANCIAL GROUP INC | 8.0M | $634.2M | -20.5% | 4.355% | 0.31% |
| 7 | JPMORGAN CHASE & CO | 6.2M | $501.3M | -40.1% | 3.372% | 0.03% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 5.1M | $406.9M | +1.7% | 2.804% | 0.02% |
| 9 | Invesco Ltd. | 4.2M | $336.5M | +3.0% | 2.311% | 0.03% |
| 10 | Boston Partners | 3.9M | $308.7M | +3.2% | 2.120% | 0.27% |
| 11 | NORTHERN TRUST CORP | 3.3M | $266.7M | +2.4% | 1.831% | 0.03% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.8M | $226.7M | +7.2% | 1.557% | 0.03% |
| 13 | FMR LLC | 2.7M | $218.1M | +12.1% | 1.498% | 0.01% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 2.7M | $213.7M | +0.5% | 1.468% | 0.04% |
| 15 | APG Asset Management US Inc. | 2.6M | $205.9M | -0.4% | 1.421% | 1.44% |
| 16 | MORGAN STANLEY | 2.4M | $193.9M | +7.1% | 1.331% | 0.01% |
| 17 | DEUTSCHE BANK AG\ | 2.1M | $170.3M | -16.8% | 1.169% | 0.05% |
| 18 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 2.0M | $155.7M | +18982.4% | 1.069% | 0.03% |
| 19 | Qube Research & Technologies Ltd | 1.9M | $149.1M | +1612.5% | 1.024% | 0.14% |
| 20 | PRUDENTIAL FINANCIAL INC | 1.8M | $143.5M | +36.9% | 0.985% | 0.16% |
| 21 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 1.6M | $130.5M | +29.4% | 0.896% | 1.82% |
| 22 | GOLDMAN SACHS GROUP INC | 1.5M | $121.7M | +4.4% | 0.835% | 0.01% |
| 23 | Legal & General Group Plc | 1.4M | $109.4M | -2.5% | 0.751% | 0.02% |
| 24 | HSBC HOLDINGS PLC | 1.4M | $108.2M | -1.6% | 0.742% | 0.05% |
| 25 | Bank of New York Mellon Corp | 1.3M | $106.9M | +1.3% | 0.734% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in REG β a direct measure of their conviction.
| 92.95% |
| 7.95 pp |
| $11.42B |
| 7.6% |
| Q4 2024 | 479 | +1.5% | 100.90% | +12.71 pp | $12.35B | +18% |
| Q3 2024 | 472 | β | 88.19% | β | $10.48B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
63 institutions opened new positions in REG during Q2 2026, while 39 fully exited. 420 added to existing positions and 108 trimmed.
REG institutional ownership rose by 8.49 percentage points quarter-over-quarter, with a net change of +26 holders.
The top 10 institutions account for 59.3% of all reported 13F value in REG, and the top 25 account for 77.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Regency Centers Corporation (REG) Institutional Ownership