Apriem Advisors REGN REGENERON PHARMS INC

Ownership history in Apriem Advisors  ·  26 quarters on record

AI Ownership Summary

Apriem Advisors reported REGENERON PHARMS INC (REGN) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.79% in 2023 Q4. The latest visible filing shows REGN at 0.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this REGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apriem Advisors's position in REGENERON PHARMS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

REGN was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.79% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Apriem Advisors held REGN — position size vs. price
% of Fund (quarterly)    REGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8,584 -64 -0.7% 0.61% $6.6M 2026-02-14 (Est.) $802.21
2025 Q3 REDUCED 5.1% +39.0% 8,648 -469 -5.1% 0.46% $4.9M 2025-11-10 $653.13
2025 Q2 REDUCED 26.7% +7.0% 9,117 -3,319 -26.7% 0.51% $4.8M 2025-08-14 $563.73
2025 Q1 REDUCED 14.2% -17.1% 12,436 -2,058 -14.2% 0.92% $7.9M 2025-05-15 $581.81
2024 Q4 REDUCED 6.7% -10.8% 14,494 -1,033 -6.7% 1.18% $10.3M 2025-02-05 $711.91
2024 Q3 REDUCED 15,527 -806 -4.9% 1.91% $16.3M 2024-11-14 $777.26
2024 Q2 REDUCED 21.2% +0.0% 16,333 -4,390 -21.2% 2.10% $17.2M 2024-08-14 $1149.10
2024 Q1 REDUCED 13.0% +9.8% 20,723 -3,095 -13.0% 2.51% $19.9M 2024-05-15 $971.65
2023 Q4 REDUCED 23,818 -1,099 -4.4% 2.79% $20.9M 2024-02-14 $941.46
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Apriem Advisors and REGN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Apriem Advisors reported owning REGN?

Apriem Advisors reported REGN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported REGN position in Apriem Advisors's portfolio?

The largest reported portfolio weight for REGN was 2.79% in 2023 Q4.

What is the latest reported REGN position on this page?

The most recent filing on this page is 2025 Q4, when Apriem Advisors reported 8,584 shares, equal to 0.61% of portfolio, with an estimated market value of $6.6M.

What does the chart on this REGN ownership page compare?

The chart compares Apriem Advisors's quarterly REGN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Apriem Advisors time their REGN position?

Based on 13F filing dates vs. subsequent REGN price moves, Apriem Advisors correctly timed 9 out of 19 reported position changes (47%). The annualised alpha on REGN relative to SPY over the holding period was -6.6%.

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