CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in REG — Regency Centers Corp
CIK 884546
SAN FRANCISCO, CA
Position in REG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$200,711,453
+$22,852,759 QoQ
Shares Held
2,652,808
+3.0% QoQ
Ownership
1.45%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in REG Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $3,405,276,704 across 26 REIT - Retail names. REG ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,272,265 | $796,905,590 | |
| 2 | O |
Realty Income Corp
|
12,188,656 | $745,701,974 | |
| 3 | KIM |
Kimco Realty Corp
|
10,906,924 | $245,078,582 | |
| 4 | REG |
Regency Centers Corp
This page
|
2,652,808 | $200,711,453 | |
| 5 | BRX |
Brixmor Property Group Inc.
|
6,258,358 | $180,240,710 | |
| 6 | ADC |
Agree Realty Corp
|
2,109,853 | $159,040,719 | |
| 7 | FRT |
Federal Realty Investment Trust
|
1,491,186 | $158,378,865 | |
| 8 | NNN |
Nnn REIT, Inc.
|
2,977,152 | $125,129,698 |
All Filings in REG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $200,711,453 | 2,652,808 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $177,858,694 | 2,576,542 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $178,634,232 | 2,450,401 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $172,815,590 | 2,426,163 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $173,202,125 | 2,348,185 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $172,146,744 | 2,328,510 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $167,034,403 | 2,312,535 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $139,406,185 | 2,241,257 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $135,804,649 | 2,242,481 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $146,958,001 | 2,193,403 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $126,839,788 | 2,133,913 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $124,616,712 | 2,017,431 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $123,042,952 | 2,011,163 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $123,946,125 | 1,983,138 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $101,874,937 | 1,891,828 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $110,624,774 | 1,865,196 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $132,121,109 | 1,851,992 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $135,471,086 | 1,797,891 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $117,514,415 | 1,745,350 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $112,021,141 | 1,748,418 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $98,603,435 | 1,738,731 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $86,136,059 | 1,889,363 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $70,792,593 | 1,861,983 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $92,297,547 | 2,011,278 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $105,805,898 | 2,753,211 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||