REG REGENCY CTRS CORP

Ownership history in Vert Asset Management LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Vert Asset Management LLC reported a position in REGENCY CTRS CORP (REG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.02% (2023 Q1)
Avg. % of fund
1.84%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 84,912 +6,547 +8.4% 1.95% $5.9M $68.36
2025 Q3 ADDED 78,365 +2,356 +3.1% 1.92% $5.7M $71.39
2025 Q2 REDUCED 76,009 -3,519 -4.4% 1.97% $5.4M $69.07
2025 Q1 ADDED 79,528 +5,371 +7.2% 2.02% $5.9M $70.83
2024 Q4 ADDED 74,157 +3,480 +4.9% 1.88% $5.5M $70.32
2024 Q3 ADDED 70,677 +576 +0.8% 1.76% $5.1M $68.06
2024 Q2 ADDED 70,101 +1,957 +2.9% 1.74% $4.4M $58.08
2024 Q1 ADDED 68,144 +3,734 +5.8% 1.74% $4.1M $55.92
2023 Q4 ADDED 64,410 +1,480 +2.4% 1.86% $4.3M $61.20
2023 Q3 ADDED 62,930 +1,527 +2.5% 1.90% $3.7M $53.73
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    REG price (monthly, adj. close)
← Back to Vert Asset Management LLC Holdings