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Sheaff Brock Investment Advisors’s Regency Centers REG Stock Holding History

Sheaff Brock Investment Advisors’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
2025
Q1 		$684K Buy
9,277
+698
+8% +$50.8K 0.06% 221
2024
Q4 		$634K Buy
+8,579
New +$628K 0.06% 226

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sheaff Brock Investment Advisors's REG Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Regency Centers (REG) stake by 8.1% in Q1 2025, buying an estimated $50.8K and bringing the position to 9,277 shares worth $684K. The position accounts for 0.06% of the portfolio, ranked #221.

Sheaff Brock Investment Advisors first reported a position in REG in Q4 2024 and has held it in 2 quarters since. 513 funds tracked by Wall St. Rank hold REG as of Q1 2025.

  • Sheaff Brock Investment Advisors held 9,277 shares of Regency Centers worth $684K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 698 Regency Centers shares in Q1 2025, an estimated $50.8K.
  • Regency Centers made up 0.06% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #221 holding.
  • Sheaff Brock Investment Advisors first reported a position in Regency Centers in Q4 2024 and has held it in 2 quarters since.
  • 513 funds tracked by Wall St. Rank held Regency Centers as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.