REG — REGENCY CENTERS CORP

Ownership history in BALDWIN WEALTH PARTNERS LLC/MA  ·  36 quarters on record

AI Ownership Summary

BALDWIN WEALTH PARTNERS LLC/MA reported REGENCY CENTERS CORP (REG) in 36 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.88% in 2023 Q4. The latest visible filing shows REG at 0.70% 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 REG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BALDWIN WEALTH PARTNERS LLC/MA's position in REGENCY CENTERS CORP, 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

REG was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% 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 Q3 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.

REG stock page BALDWIN WEALTH PARTNERS LLC/MA fund profile BALDWIN WEALTH PARTNERS LLC/MA full holdings
How BALDWIN WEALTH PARTNERS LLC/MA held REG — position size vs. price
% of Fund (quarterly)    REG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 158,872 -338 -0.2% 0.70% $11.0M 2026-02-14 (Est.) $75.44
2025 Q3 REDUCED 159,210 -5,413 -3.3% 0.76% $11.6M 2025-10-14 $70.32
2025 Q2 REDUCED 164,623 -4,538 -2.7% 0.80% $11.7M 2025-07-24 $69.36
2025 Q1 ADDED 169,161 +1,873 +1.1% 0.88% $12.5M 2025-04-14 $67.62
2024 Q4 ADDED 167,288 +11,470 +7.4% 0.85% $12.4M 2025-01-22 $67.65
2024 Q3 ADDED 155,818 +1,571 +1.0% 0.77% $11.3M 2024-10-16 $68.08
2024 Q2 REDUCED 154,247 -9,447 -5.8% 0.75% $9.6M 2024-07-12 $59.81
2024 Q1 REDUCED 163,694 -3,942 -2.4% 0.75% $9.9M 2024-04-12 $54.01
2023 Q4 ADDED 167,636 +719 +0.4% 0.88% $11.2M 2024-01-08 $59.37
2023 Q3 REDUCED 166,917 -310 -0.2% 0.85% $9.9M 2023-10-10 $53.27
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding REG

As of 2025 Q4 — sorted by position size

Waterfront Capital Partners, LLC 3Y 7Y 6.06% GRS Advisors, LLC 3Y 7Y 4.3% RBO & CO LLC 3Y 7Y 2.45% Presima Securities ULC 3Y 7Y 1.99% Vert Asset Management LLC 3Y 1.95% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 1.9% APG Asset Management US Inc. 3Y 7Y 1.09% Dean Capital Management 3Y 7Y 0.93% PACIFIC HEIGHTS ASSET MANAGEMENT LLC 3Y 7Y 0.71% Advisors Preferred, LLC 3Y 7Y 0.71%

FAQ About BALDWIN WEALTH PARTNERS LLC/MA and REG

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

How long has BALDWIN WEALTH PARTNERS LLC/MA reported owning REG?

BALDWIN WEALTH PARTNERS LLC/MA reported REG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported REG position in BALDWIN WEALTH PARTNERS LLC/MA's portfolio?

The largest reported portfolio weight for REG was 0.88% in 2023 Q4.

What is the latest reported REG position on this page?

The most recent filing on this page is 2025 Q4, when BALDWIN WEALTH PARTNERS LLC/MA reported 158,872 shares, equal to 0.70% of portfolio, with an estimated market value of $11.0M.

What does the chart on this REG ownership page compare?

The chart compares BALDWIN WEALTH PARTNERS LLC/MA's quarterly REG 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.

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