Jackson Creek Investment Advisors LLC REG REGENCY CENTERS CORP

Ownership history in Jackson Creek Investment Advisors LLC  ·  9 quarters on record

AI Ownership Summary

Jackson Creek Investment Advisors LLC reported REGENCY CENTERS CORP (REG) in 9 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.35% in 2025 Q3. The latest visible filing shows REG at 0.25% 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 Jackson Creek Investment Advisors LLC'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
2026 Q2

REG was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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 Jackson Creek Investment Advisors LLC held REG — position size vs. price
% of Fund (quarterly)    REG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 9,550 -5,570 -36.8% 0.25% $767 2026-08-10 $75.35
2026 Q1 REDUCED 15,120 -440 -2.8% 0.34% $1K 2026-05-05 $77.37
2025 Q4 REDUCED 5.7% +10.7% 15,560 -940 -5.7% 0.32% $1.1M 2026-02-09 $73.87
2025 Q3 UNCHANGED 16,500 0% 0.35% $1.2M 2025-11-04 $66.38
2025 Q2 ADDED 16,500 +8,639 +109.9% 0.32% $1.2M 2025-08-13 $68.49
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Jackson Creek Investment Advisors LLC and REG

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

How long has Jackson Creek Investment Advisors LLC reported owning REG?

Jackson Creek Investment Advisors LLC reported REG across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported REG position in Jackson Creek Investment Advisors LLC's portfolio?

The largest reported portfolio weight for REG was 0.35% in 2025 Q3.

What is the latest reported REG position on this page?

The most recent filing on this page is 2026 Q2, when Jackson Creek Investment Advisors LLC reported 9,550 shares, equal to 0.25% of portfolio, with an estimated market value of $767.

What does the chart on this REG ownership page compare?

The chart compares Jackson Creek Investment Advisors LLC'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.

How well did Jackson Creek Investment Advisors LLC time their REG position?

Based on 13F filing dates vs. subsequent REG price moves, Jackson Creek Investment Advisors LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on REG relative to SPY over the holding period was +331.3%.

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