Vault-13

REGENCY CTRS CORP REG

COM · REIT · CUSIP 758849103 · ISIN US7588491032

U.S. real estate company

428 institutional holders +27 vs Q3 2022
168,302,224168.3m shares reported held*
98.4% of all shares outstanding*
$10.5bnreported value*
53 new 165 added 142 reduced 32 sold out net bought ≈ $19.5m (+313.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($21.1m this quarter). Holder counts are more reliable. Shares outstanding: 171.1m as of 2022-11-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $62.49. Options: 5 managers hold calls ($968.0k notional), 4 hold puts ($356.2k).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 401Q4 22: 428428Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022401
Q4 2022428

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ3 22 calls: $909.0kQ3 22 puts: $5.7mQ3 22P/C 6.31Q4 22 calls: $968.0kQ4 22 puts: $356.2kQ4 22P/C 0.37
Numbers
QuarterCallsPutsP/C
Q3 2022$909.0k$5.7m6.31
Q4 2022$968.0k$356.2k0.37

Biggest buyers

Resolution Capital Ltd New +1,270,285+1.3m
Waterfront Capital Partners, LLC New +915,678+915.7k
SCHRODER INVESTMENT MANAGEMENT GROUP Added +885,592+885.6k
CENTERSQUARE INVESTMENT MANAGEMENT LLC Added +616,550+616.5k
Schonfeld Strategic Advisors LLC Added +436,673+436.7k
PANAGORA ASSET MANAGEMENT INC Added +415,912+415.9k
Nuveen Asset Management, LLC Added +343,935+343.9k
MILLENNIUM MANAGEMENT LLC Added +287,997+288.0k
PRICE T ROWE ASSOCIATES INC /MD/ Added +265,643+265.6k
1832 Asset Management L.P. Added +230,468+230.5k

Biggest sellers

Capital World Investors Reduced -2,196,664-2.2m
Zimmer Partners, LP Reduced -1,752,500-1.8m
CITADEL ADVISORS LLC Reduced -508,409-508.4k
GOLDMAN SACHS GROUP INC Reduced -454,305-454.3k
PGGM Investments Reduced -310,288-310.3k
PINEBRIDGE INVESTMENTS, L.P. Reduced -286,921-286.9k
AMERICAN CENTURY COMPANIES INC Reduced -275,239-275.2k
LOS ANGELES CAPITAL MANAGEMENT LLC Reduced -266,591-266.6k
PRINCIPAL FINANCIAL GROUP INC Reduced -262,441-262.4k
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Reduced -186,768-186.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $406.2k6.5k shares
CITADEL ADVISORS LLC Added $306.2k4.9k shares
PEAK6 Investments LLC Reduced $212.5k3.4k shares
SIMPLEX TRADING, LLC Added $43.0k700 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $256.2k4.1k shares
SIMPLEX TRADING, LLC Reduced $75.0k1.2k shares
CITADEL ADVISORS LLC New $25.0k400 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-04-28 10.1% 18.4m≈ $1.5bn 2025-04-28
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 8.2% new 15.0m≈ $1.2bn 2026-04-29
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 7.0% new 12.8m≈ $1.0bn 2026-04-30

Fell to 5% or below in the last year: PRINCIPAL GLOBAL INVESTORS (3.6%, 2026-08-05), JPMORGAN CHASE & CO (3.7%, 2026-05-05), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), PRICE T ROWE ASSOCIATES INC /MD/ (4.9%, 2026-02-17)

Insider purchases and sales in Q4 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q1 21: 0 buyingQ1 21: 0 sellingQ2 21: 0 buyingQ2 21: 0 sellingQ2 21Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 2 sellingQ4 21Q1 22: 0 buyingQ1 22: 1 sellingQ2 22: 0 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 1 sellingQ4 22: 0 buyingQ4 22: 1 sellingQ4 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20210—2$7.2m—
Q1 20220—1$302.3k—
Q2 20220—0——
Q3 20220—1$212.5k—
Q4 20220—1$198.3k—
DateInsiderTradeSharesPrice ValueTheir holding
2022-11-10 ROTH ALAN TODD Senior Managing Director Sold 3,000 $66.11 $198.3k3.0k shares -22%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.05% of their portfolio Valley Forge, PA 26,754,19526.8m $1.7bn $1.7bn 0.05% Added +87.5k +87,534
2 BlackRock Inc. 0.03% of their portfolio New York, NY 17,146,45817.1m $1.1bn $1.1bn 0.03% Added +262 +262
3 NORGES BANK 0.24% of their portfolio OSLO, Q8 16,179,32316.2m $1.0bn $1.0bn 0.24% Unchanged
4 STATE STREET CORP 0.05% of their portfolio BOSTON, MA 12,219,22512.2m $771.6m $771.6m 0.05% Added +7.6k +7,649
5 PRINCIPAL FINANCIAL GROUP INC 0.34% of their portfolio DES MOINES, IA 7,153,5997.2m $447.1m $447.1m 0.34% Reduced -262.4k -262,441
6 Capital World Investors 0.08% of their portfolio LOS ANGELES, CA 6,157,1016.2m $384.8m $384.8m 0.08% Reduced -2.2m -2,196,664
7 PRICE T ROWE ASSOCIATES INC /MD/ 0.06% of their portfolio BALTIMORE, MD 6,077,0496.1m $379.8m $379.8m 0.06% Added +265.6k +265,643
8 Boston Partners 0.34% of their portfolio BOSTON, MA 4,008,1134.0m $250.6m $250.6m 0.34% Added +73.3k +73,325
9 GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio BOSTON, MA 3,700,9453.7m $231.0m $231.0m 0.03% Added +112.8k +112,758
10 FMR LLC 0.02% of their portfolio BOSTON, MA 3,398,6853.4m $212.4m $212.4m 0.02% Added +65.1k +65,149
11 APG Asset Management US Inc. 1.55% of their portfolio New York, NY 3,064,6033.1m $191.5m $191.5m 1.55% Unchanged
12 Invesco Ltd. 0.05% of their portfolio ATLANTA, GA 2,995,7453.0m $187.2m $187.2m 0.05% Reduced -160.9k -160,897
13 AMERICAN CENTURY COMPANIES INC 0.15% of their portfolio KANSAS CITY, MO 2,938,2642.9m $183.6m $183.6m 0.15% Reduced -275.2k -275,239
14 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 2,744,3342.7m $171.5m $171.5m 0.02% Added +7.7k +7,662
15 Nuveen Asset Management, LLC 0.07% of their portfolio CHICAGO, IL 2,682,9252.7m $167.7m $167.7m 0.07% Added +343.9k +343,935
16 NORTHERN TRUST CORP 0.03% of their portfolio CHICAGO, IL 2,427,8162.4m $151.7m $151.7m 0.03% Reduced -76.3k -76,291
17 DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio AUSTIN, TX 2,246,4582.2m $140.4m $140.4m 0.05% Reduced -65.9k -65,924
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio SAN FRANCISCO, CA 1,983,1382.0m $123.9m $123.9m 0.04% Added +91.3k +91,310
19 Legal & General Group Plc 0.05% of their portfolio London, X0 1,891,6711.9m $118.2m $118.2m 0.05% Added +3.4k +3,443
20 CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.27% of their portfolio CONSHOHOCKEN, PA 1,742,6351.7m $108.9m $108.9m 1.27% Added +616.5k +616,550
21 SCHRODER INVESTMENT MANAGEMENT GROUP 0.16% of their portfolio London, X0 1,662,6591.7m $103.9m $103.9m 0.16% Added +885.6k +885,592
22 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,587,5691.6m $99.2m $99.2m 0.02% Added +37.8k +37,797
23 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio NEW YORK, NY 1,571,4611.6m $98.2m $98.2m 0.05% Added +94.0k +93,951
24 PGGM Investments 1.56% of their portfolio ZEIST, P7 1,423,2421.4m $89.0m $89.0m 1.56% Reduced -310.3k -310,288
25 Zimmer Partners, LP 1.60% of their portfolio NEW YORK, NY 1,272,5001.3m $79.5m $79.5m 1.60% Reduced -1.8m -1,752,500
26 Resolution Capital Ltd 1.37% of their portfolio Sydney, Nsw, C3 1,270,2851.3m $79.4m $79.4m 1.37% New
27 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.89% of their portfolio CHICAGO, IL 1,194,9061.2m $73.6m $73.6m 0.89% Reduced -89.5k -89,500
28 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,134,4901.1m $70.9m $70.9m 0.02% Reduced -454.3k -454,305
29 HSBC HOLDINGS PLC 0.08% of their portfolio LONDON, X0 1,061,0571.1m $66.3m $66.3m 0.08% Added +113.8k +113,813
30 Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio CHIYODA-KU, TOKYO, M0 1,044,2971.0m $65.3m $65.3m 0.05% Reduced -135.6k -135,604
31 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,009,5441.0m $63.1m $63.1m 0.01% Reduced -58.6k -58,605
32 Waterfront Capital Partners, LLC 4.68% of their portfolio NEW YORK, NY 915,678915.7k $57.2m $57.2m 4.68% New
33 CITADEL ADVISORS LLC 0.07% of their portfolio MIAMI, FL 911,579911.6k $57.0m $57.0m 0.07% Reduced -508.4k -508,409
34 MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio NEW YORK, NY 674,477674.5k $42.2m $42.2m 0.05% Added +288.0k +287,997
35 1832 Asset Management L.P. 0.08% of their portfolio TORONTO, A6 651,446651.4k $40.7m $40.7m 0.08% Added +230.5k +230,468
36 Swiss National Bank 0.03% of their portfolio ZURICH, V8 626,720626.7k $39.2m $39.2m 0.03% Reduced -45.5k -45,509
37 PRUDENTIAL FINANCIAL INC 0.06% of their portfolio NEWARK, NJ 571,164571.2k $35.7m $35.7m 0.06% Reduced -38.1k -38,077
38 Schonfeld Strategic Advisors LLC 0.30% of their portfolio NEW YORK, NY 566,146566.1k $35.4m $35.4m 0.30% Added +436.7k +436,673
39 SEI INVESTMENTS CO 0.07% of their portfolio OAKS, PA 491,731491.7k $30.7m $30.7m 0.07% Added +166.3k +166,273
40 LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 1.23% of their portfolio BALTIMORE, MD 481,096481.1k $30.1m $30.1m 1.23% Reduced -170.3k -170,301
41 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.46% of their portfolio Stamford, CT 452,412452.4k $28.3m $28.3m 0.46% Reduced -186.8k -186,768
42 Amundi 0.02% of their portfolio Paris, I0 444,643444.6k $28.6m $28.6m 0.02% Reduced -19.8k -19,846
43 NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio NEW YORK, NY 437,157437.2k $27.3m $27.3m 0.03% Reduced -29.7k -29,707
44 PANAGORA ASSET MANAGEMENT INC 0.18% of their portfolio BOSTON, MA 427,380427.4k $26.7m $26.7m 0.18% Added +415.9k +415,912
45 California Public Employees Retirement System 0.02% of their portfolio Sacramento, CA 407,476407.5k $25.5m $25.5m 0.02% Added +362 +362
46 AEW CAPITAL MANAGEMENT L P 0.95% of their portfolio BOSTON, MA 386,080386.1k $24.1m $24.1m 0.95% Reduced -13.2k -13,150
47 Weiss Multi-Strategy Advisers LLC 0.68% of their portfolio NEW YORK, NY 379,790379.8k $23.7m $23.7m 0.68% Added +143.6k +143,595
48 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 364,238364.2k $22.8m $22.8m 0.00% Added +1.1k +1,140
49 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 349,029349.0k $21.8m $21.8m 0.01% Added +18.0k +17,974
50 RHUMBLINE ADVISERS 0.03% of their portfolio BOSTON, MA 344,057344.1k $21.5m $21.5m 0.03% Added +18.1k +18,143
51 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 311,426311.4k $19.5m $19.5m 0.01% Reduced -3.8k -3,799
52 Asset Management One Co., Ltd. 0.09% of their portfolio TOKYO, M0 307,138307.1k $19.2m $19.2m 0.09% Added +11.7k +11,746
53 GRS Advisors, LLC 4.52% of their portfolio Chicago, IL 302,310302.3k $18.9m $18.9m 4.52% Added +6.8k +6,768
54 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 295,457295.5k $18.5m $18.5m 0.01% Reduced -12.7k -12,693
55 CANADA LIFE ASSURANCE Co 0.05% of their portfolio WINNIPEG, A2 280,652280.7k $17.6m $17.6m 0.05% Added +9.6k +9,584
56 HGI Capital Management, LLC 5.00% of their portfolio NEW YORK, NY 280,000280.0k $17.5m $17.5m 5.00% Added +49.6k +49,592
57 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.30% of their portfolio RADNOR, PA 278,681278.7k $17.4m $17.4m 0.30% Added +158.5k +158,460
58 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.07% of their portfolio COLUMBUS, OH 268,641268.6k $16.8m $16.8m 0.07% Reduced -61.0k -61,039
59 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 265,304265.3k $16.6m $16.6m 0.01% Added +10.2k +10,192
60 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio WEST SACRAMENTO, CA 260,306260.3k $16.3m $16.3m 0.03% Added +753 +753
61 CREDIT SUISSE AG/ 0.02% of their portfolio ZURICH, V8 259,570259.6k $16.2m $16.2m 0.02% Added +68.8k +68,790
62 NISA INVESTMENT ADVISORS, LLC 0.12% of their portfolio ST. LOUIS, MO 251,194251.2k $15.7m $15.7m 0.12% Added +168.7k +168,699
63 State of New Jersey Common Pension Fund D 0.06% of their portfolio TRENTON, NJ 251,005251.0k $15.7m $15.7m 0.06% Added +2.2k +2,209
64 LOS ANGELES CAPITAL MANAGEMENT LLC 0.08% of their portfolio LOS ANGELES, CA 250,507250.5k $15.7m $15.7m 0.08% Reduced -266.6k -266,591
65 VIRGINIA RETIREMENT SYSTEMS ET Al 0.16% of their portfolio RICHMOND, VA 241,100241.1k $15.1m $15.1m 0.16% Added +15.0k +15,000
66 PINEBRIDGE INVESTMENTS, L.P. 0.18% of their portfolio NEW YORK, NY 240,246240.2k $15.0m $15.0m 0.18% Reduced -286.9k -286,921
67 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 234,725234.7k $14.7m $14.7m 0.04% Added +16.8k +16,778
68 Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% of their portfolio ZURICH, V8 216,097216.1k $13.5m $13.5m 0.07% Reduced -66.4k -66,414
69 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 212,882212.9k $13.3m $13.3m 0.02% Reduced -1.3k -1,341
70 RBO & CO LLC 2.24% of their portfolio ST HELENA, CA 202,922202.9k $12.7m $12.7m 2.24% Added +4.5k +4,498
71 STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio MADISON, WI 201,715201.7k $12.6m $12.6m 0.04% Reduced -5.0k -4,974
72 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio ALBANY, NY 200,691200.7k $12.5m $12.5m 0.03% Reduced -3.8k -3,773
73 UBS Group AG 0.01% of their portfolio ZURICH, V8 199,078199.1k $12.4m $12.4m 0.01% Added +8.8k +8,780
74 STRS OHIO 0.06% of their portfolio COLUMBUS, OH 195,443195.4k $12.2m $12.2m 0.06% Added +27.3k +27,330
75 NOMURA ASSET MANAGEMENT CO LTD 0.07% of their portfolio TOKYO, M0 193,346193.3k $12.1m $12.1m 0.07% Added +7.6k +7,610
76 State of Tennessee, Department of Treasury 0.06% of their portfolio NASHVILLE, TN 190,824190.8k $11.9m $11.9m 0.06% Reduced -1.9k -1,878
77 Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio TOKYO, M0 189,348189.3k $11.9m $11.9m 0.03% Added +19.7k +19,679
78 BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio PARIS, I0 188,906188.9k $11.8m $11.8m 0.03% Added +140.8k +140,783
79 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio TALLAHASSEE, FL 187,067187.1k $11.7m $11.7m 0.03% Reduced -3.6k -3,630
80 Grantham, Mayo, Van Otterloo & Co. LLC 0.06% of their portfolio Boston, MA 182,495182.5k $11.4m $11.4m 0.06% Added +37.6k +37,580
81 Swedbank AB 0.02% of their portfolio STOCKHOLM, V7 173,424173.4k $10.8m $10.8m 0.02% Reduced -1.7k -1,709
82 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 171,926171.9k $10.8m $10.8m 0.00% Added +60.0k +60,037
83 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 171,463171.5k $10.7m $10.7m 0.00% Added +41.9k +41,877
84 GREAT LAKES ADVISORS, LLC 0.06% of their portfolio CHICAGO, IL 168,607168.6k $1.1m $1.1m 0.06% Reduced -4.6k -4,625
85 WESTPAC BANKING CORP 0.16% of their portfolio SYDNEY, C3 167,297167.3k $10.5m $10.5m 0.16% Reduced -19.1k -19,146
86 MACQUARIE GROUP LTD 0.01% of their portfolio Sydney, NSW 2000, C3 165,642165.6k $10.3m $10.3m 0.01% Reduced -15.9k -15,868
87 Allianz Asset Management GmbH 0.02% of their portfolio MUNICH, 2M 161,793161.8k $10.1m $10.1m 0.02% Added +13.0k +13,047
88 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio Boston, MA 156,600156.6k $9.8m $9.8m 0.02% Reduced -300 -300
89 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 153,382153.4k $9.6m $9.6m 0.00% Added +109.3k +109,326
90 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 150,485150.5k $9.4m $9.4m 0.01% Reduced -47.2k -47,211
91 INTECH INVESTMENT MANAGEMENT LLC 0.07% of their portfolio WEST PALM BEACH, FL 148,022148.0k $9.3m $9.3m 0.07% Added +118.6k +118,617
92 GUGGENHEIM CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 144,584144.6k $9.0m $9.0m 0.08% Reduced -4.1k -4,097
93 Retirement Systems of Alabama 0.04% of their portfolio MONTGOMERY, AL 143,325143.3k $9.0m $9.0m 0.04% Reduced -5.2k -5,224
94 Candriam S.C.A. 0.06% of their portfolio STRASSEN, N4 143,188143.2k $8.9m $8.9m 0.06% Reduced -72.6k -72,630
95 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 133,170133.2k $8.3m $8.3m 0.01% Reduced -437 -437
96 BALDWIN WEALTH PARTNERS LLC/MA 0.75% of their portfolio Marion, MA 132,306132.3k $8.3m $8.3m 0.75% Reduced -679 -679
97 Employees Retirement System of Texas 0.12% of their portfolio AUSTIN, TX 130,060130.1k $8.1m $8.1m 0.12% Reduced -20.0k -20,000
98 Andra AP-fonden 0.24% of their portfolio GOTEBORG, V7 129,000129.0k $8.1m $8.1m 0.24% Reduced -17.5k -17,500
99 Pacific Heights Asset Management LLC 0.76% of their portfolio San Francisco, CA 125,000125.0k $7.8m $7.8m 0.76% Unchanged
100 MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio DENVER, CO 123,371123.4k $7.7m $7.7m 0.04% Added +6.7k +6,691