Regency Centers Corporation
US ˙ NasdaqGS ˙ US7588491032

SecurityREG / Regency Centers Corporation
InstitutionCreative Planning
Latest Disclosed Ownership155,192 shares
Latest Disclosed Value $ 11,741,823
Creative Planning reports 140.78% increase in ownership of REG / Regency Centers Corporation

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 155,192 shares of Regency Centers Corporation (US:REG) valued at $11,741,827 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 64,455 shares of Regency Centers Corporation. This represents a change in shares of 140.78% during the quarter. The current value of the position is $11,842,702 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F REGENCY CTRS COM 758849103 155,192 90,737 140.78 11,742 163.90 0.0080
2026-02-17 2025-12-31 13F REGENCY CTRS COM 758849103 64,455 26,539 69.99 4,449 60.96 0.0032
2025-11-14 2025-09-30 13F REGENCY CTRS COM 758849103 37,916 22,893 152.39 2,764 158.32 0.0021
2025-08-08 2025-06-30 13F REGENCY CTRS COM 758849103 15,023 332 2.26 1,070 -1.20 0.0009
2025-05-15 2025-03-31 13F REGENCY CTRS COM 758849103 14,691 -2,871 -16.35 1,084 -16.56 0.0010
2025-02-14 2024-12-31 13F REGENCY CTRS COM 758849103 17,562 4,286 32.28 1,298 35.49 0.0013
2024-10-11 2024-09-30 13F REGENCY CTRS COM 758849103 13,276 816 6.55 959 23.61 0.0009
2024-08-15 2024-06-30 13F REGENCY CTRS COM 758849103 12,460 597 5.03 775 7.94 0.0008
2024-05-13 2024-03-31 13F REGENCY CTRS COM 758849103 11,863 2,724 29.81 718 17.32 0.0008
2024-02-14 2023-12-31 13F REGENCY CTRS COM 758849103 9,139 356 4.05 612 17.24 0.0011
2023-11-16 2023-09-30 13F REGENCY CTRS COM 758849103 8,783 1,411 19.14 522 14.73 0.0007
2023-07-21 2023-06-30 13F REGENCY CTRS COM 758849103 7,372 684 10.23 455 11.25 0.0006
2023-05-15 2023-03-31 13F REGENCY CTRS COM 758849103 6,688 294 4.60 409 2.51 0.0006
2023-02-10 2022-12-31 13F REGENCY CTRS COM 758849103 6,394 6,394 400 0.0006
2017-10-17 2017-09-30 13F REGENCY CTRS COM 758849103 0 -489 -100.00 0 -100.00
2017-07-12 2017-06-30 13F REGENCY CTRS COM 758849103 489 270 123.29 31 106.67 0.0002
2017-04-07 2017-03-31 13F REGENCY CTRS COM 758849103 219 165 305.56 15 275.00 0.0001
2017-01-09 2016-12-31 13F REGENCY CTRS COM 758849103 54 15 38.46 4 33.33 0.0000
2016-10-12 2016-09-30 13F REGENCY CTRS COM 758849103 39 -7 -15.22 3 -25.00 0.0000
2016-07-12 2016-06-30 13F REGENCY CTRS COM 758849103 46 18 64.29 4 100.00 0.0000
2016-04-08 2016-03-31 13F REGENCY CTRS COM 758849103 28 -1 -3.45 2 0.00 0.0000
2016-01-11 2015-12-31 13F REGENCY CTRS COM 758849103 29 29 2 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.