Capital Fund Management (CFM)
REG icon

Capital Fund Management (CFM)’s Regency Centers REG Stock Holding History

Capital Fund Management (CFM)’s Portfolio REG Stock Details REG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-7,600
Closed -$472K – 2214
2018
Q2 		$472K Buy
7,600
+3,300
+77% +$194K ﹤0.01% 1621
2018
Q1 		$254K Buy
+4,300
New +$260K ﹤0.01% 1686
2013
Q3 		– Sell
-16,200
Closed -$823K – 1842
2013
Q2 		$823K Buy
+16,200
New +$868K 0.01% 848

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Fund Management (CFM)'s REG Position: Q3 2025 in Review

Capital Fund Management (CFM) sold out of Regency Centers (REG) in Q3 2025, closing a stake of 60,745 shares — an estimated $4.33M sold.

Capital Fund Management (CFM) first reported a position in REG in Q2 2015 and held it in 13 quarters. The position peaked at $10.5M in Q2 2018. 522 funds tracked by Wall St. Rank hold REG as of Q3 2025.

  • Capital Fund Management (CFM) reported no remaining Regency Centers position as of Q3 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 60,745 Regency Centers shares in Q3 2025, an estimated $4.33M.
  • Capital Fund Management (CFM) first reported a position in Regency Centers in Q2 2015 and held it in 13 quarters.
  • Capital Fund Management (CFM)'s Regency Centers position peaked at $10.5M in Q2 2018.
  • 522 funds tracked by Wall St. Rank held Regency Centers as of Q3 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2025, filed 13 Nov 2025.