Apg Asset Management US 13F: Adds $46M to REG Stake

Apg Asset Management US recently increased its stake in Regency Centers Corporation (NasdaqGS: REG) by 28.68%, according to its latest 13F filing with the SEC. The fund added 580,399 shares during the reporting period, bringing its total holdings to 2,604,387 shares valued at approximately $209.1 million.

What Changed in Apg Asset Management US's Regency Centers Position

Apg Asset Management US significantly boosted its position in Regency Centers, increasing its holdings from 2,023,988 shares to 2,604,387 shares. This move represents a 28.68% increase, with the total value of the position now standing at $209.1 million.

Other Institutional Activity in Regency Centers

Among other institutional investors, BlackRock, Inc. trimmed its holdings by 601,060 shares, ending with 20,715,473 shares valued at about $1.57 billion. Vanguard Portfolio Management LLC made a substantial increase, adding 14,988,914 shares to hold 14,988,914 shares worth approximately $1.13 billion. State Street Corp also reduced its position by 308,596 shares, now holding 12,264,280 shares valued at $936.9 million. Meanwhile, JPMorgan Chase & Co increased its stake slightly by 91,825 shares, reaching a total of 10,283,412 shares worth $770.1 million.

Regency Centers Corporation Stock Up 9.3%

Shares of Regency Centers Corporation (NasdaqGS: REG) were trading around $80.28. The company has a market capitalization of approximately $14.7 billion and a P/E ratio of 27.59. Its stock has seen a 52-week range between $66.86 and $81.66, with a 50-day moving average of $78.45 and a 200-day moving average of $73.77. The company's beta is 0.832, indicating lower volatility compared to the market.

Recent Earnings

Regency Centers reported revenue of $1.65 billion with a modest growth rate of 0.1%. The company achieved a net margin of 33.1% and a return on equity of 8.0%. Its next earnings report is expected on July 29, 2026.

Dividend

The company pays an annual dividend rate of $3.02, yielding 3.76%, with a payout ratio of 100.34%.

Insider Buying and Selling at Regency Centers Corporation

On May 11, 2026, several insiders engaged in trading activities. Karin Klein bought 1,807 shares, while Gary Anderson, Thomas Furphy, Ronald Blankenship, Deirdre Evens, and Peter Linneman each sold shares, mostly at zero cost.

Analysts Set New Price Targets

Analysts have maintained their ratings on Regency Centers. On May 26, 2026, Wells Fargo maintained a 'buy' rating with an $88 price target. UBS kept a 'hold' rating with an $81 target on May 18, 2026. Barclays, on May 12, 2026, also maintained a 'buy' rating, setting a target at $90.

About Regency Centers

Regency Centers Corporation is a real estate investment trust (REIT) focused on owning, developing, and managing retail properties. Headquartered in Jacksonville, Florida, the company operates primarily in suburban areas across the United States. With a portfolio that includes grocery-anchored shopping centers, Regency Centers connects local communities with various retail services. Lisa Palmer leads the company as CEO, overseeing its operations and strategic growth.

Bottom Line

Apg Asset Management US's increase in its stake in Regency Centers is noteworthy, showing confidence in the company's performance. Investors often track such filings to gauge institutional sentiment. However, it's important to remember that 13F filings reflect past positions, which may not indicate current holdings.