WEST PACES ADVISORS INC. REG — REGENCY CTRS CORP COM

Ownership history in WEST PACES ADVISORS INC.  ·  11 quarters on record

AI Ownership Summary

WEST PACES ADVISORS INC. reported REGENCY CTRS CORP COM (REG) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.58% in 2024 Q2. The latest visible filing shows REG at 0.24% 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 WEST PACES ADVISORS INC.'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
2026 Q2

REG was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 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.

REG stock page WEST PACES ADVISORS INC. fund profile WEST PACES ADVISORS INC. full holdings
How WEST PACES ADVISORS INC. 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 17,635 -2,500 -12.4% 0.24% $1.4M 2026-07-20 $82.14
2026 Q1 REDUCED 11.0% +8.5% ❌ 20,135 -2,500 -11.0% 0.30% $1.5M 2026-05-05 $78.15
2025 Q4 UNCHANGED — — — 22,635 — 0% 0.30% $1.6M 2026-01-21 $69.68
2025 Q3 UNCHANGED — — — 22,635 — 0% 0.33% $1.7M 2025-10-22 $70.43
2025 Q2 UNCHANGED — — — 22,635 — 0% 0.34% $1.6M 2025-07-23 $68.66
2025 Q1 REDUCED 16.6% -2.5% ✅ 22,635 -4,500 -16.6% 0.38% $1.7M 2025-04-15 $66.94
2024 Q4 UNCHANGED — — — 27,135 — 0% 0.49% $2.0M 2025-02-14 $68.16
2024 Q3 REDUCED 23.6% +2.6% ❌ 27,135 -8,385 -23.6% 0.48% $2.0M 2024-10-15 $66.82
2024 Q2 UNCHANGED — — — 35,520 — 0% 0.58% $2.2M 2024-07-17 $61.38
2024 Q1 REDUCED 5.3% +3.3% ❌ 35,520 -2,006 -5.3% 0.57% $2.2M 2024-04-15 $52.98
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding REG

As of 2026 Q2 — sorted by position size

TrustWell Financial Advisors, LLC 4.99% Longboard Asset Management, LP 3.75% Vert Asset Management LLC 3Y 1.92% BALDWIN WEALTH PARTNERS LLC/MA 3Y 7Y 0.76% LECAP ASSET MANAGEMENT LTD 0.71% Arbejdsmarkedets Tillaegspension 0.63% Machina Capital S.A.S. 3Y 7Y 0.52% MQS Management LLC 3Y 0.52% BDF-GESTION 0.48% Pensionfund Sabic 3Y 7Y 0.46%

FAQ About WEST PACES ADVISORS INC. and REG

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

How long has WEST PACES ADVISORS INC. reported owning REG?

WEST PACES ADVISORS INC. reported REG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported REG position in WEST PACES ADVISORS INC.'s portfolio?

The largest reported portfolio weight for REG was 0.58% in 2024 Q2.

What is the latest reported REG position on this page?

The most recent filing on this page is 2026 Q2, when WEST PACES ADVISORS INC. reported 17,635 shares, equal to 0.24% of portfolio, with an estimated market value of $1.4M.

What does the chart on this REG ownership page compare?

The chart compares WEST PACES ADVISORS INC.'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 WEST PACES ADVISORS INC. time their REG position?

Based on 13F filing dates vs. subsequent REG price moves, WEST PACES ADVISORS INC. correctly timed 0 out of 5 reported position changes (0%). The annualised alpha on REG relative to SPY over the holding period was -3.2%.

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