REG REGENCY CTRS CORP COM

Ownership history in Proficio Capital Partners LLC  ·  23 quarters on record

AI Ownership Summary

Proficio Capital Partners LLC reported REGENCY CTRS CORP COM (REG) in 23 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.03% in 2023 Q3. The latest visible filing shows REG at 0.01% 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 Proficio Capital Partners LLC's position in REGENCY CTRS CORP COM, 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 Q3

REG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2023 Q3

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 Q3

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 Proficio Capital Partners LLC held REG — position size vs. price
% of Fund (quarterly)    REG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,854 -1,282 -31.0% 0.01% $208K 2025-11-12 $68.55
2025 Q2 ADDED 4,136 +289 +7.5% 0.02% $295K 2025-08-07 $70.34
2025 Q1 REDUCED 3,847 -267,994 -98.6% 0.02% $284K 2025-05-06 $69.12
2024 Q4 ADDED 271,841 +268,490 +8012.2% 0.02% $271.8M 2025-02-05 $69.47
2024 Q3 REDUCED 3,351 -228 -6.4% 0.02% $242K 2024-11-01 $67.29
2024 Q2 REDUCED 3,579 -7 -0.2% 0.02% $223K 2024-07-25 $59.91
2024 Q1 REDUCED 3,586 -71 -1.9% 0.02% $217K 2024-05-02 $55.42
2023 Q4 REDUCED 3,657 -218 -5.6% 0.03% $245K 2024-02-13 $55.19
2023 Q3 REDUCED 3,875 -186,150 -98.0% 0.03% $230K 2023-10-18 $53.96
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Proficio Capital Partners 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 Proficio Capital Partners LLC reported owning REG?

Proficio Capital Partners LLC reported REG across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported REG position in Proficio Capital Partners LLC's portfolio?

The largest reported portfolio weight for REG was 0.03% in 2023 Q3.

What is the latest reported REG position on this page?

The most recent filing on this page is 2025 Q3, when Proficio Capital Partners LLC reported 2,854 shares, equal to 0.01% of portfolio, with an estimated market value of $208K.

What does the chart on this REG ownership page compare?

The chart compares Proficio Capital Partners 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.

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