REG Regency Centers Corporation

Generate Investment Management Ltd increased its stake in Regency Centers Corporation (NASDAQ:REG) by 73.2% in the third quarter, acquiring an additional 48,803 shares, bringing their total ownership to 115,457 shares valued at approximately $8.42 million. The company recently increased its quarterly dividend to $0.755 per share, representing an annualized dividend of $3.02 and a yield of approximately 4.3%. Regency Centers reported Q3 EPS of $1.15, meeting expectations, and revenue of $387.6 million, surpassing analyst estimates.

Swedbank AB has increased its holdings in Regency Centers Corporation (NASDAQ:REG) by 11.2%, bringing their total to 231,660 shares valued at approximately $16.9 million. Institutional investors now collectively own about 96.07% of the company's stock. Despite a recent share sale by Chairman Martin E. Stein Jr. and mixed analyst ratings, Regency Centers has raised its quarterly dividend to $0.755 per share, offering a 4.3% yield.

Inspire Investing LLC significantly increased its stake in Regency Centers Corporation by 441.4% in the third quarter of 2025, now holding 21,736 shares valued at approximately $1.585 million. Meanwhile, Chairman Martin E. Stein Jr. sold 15,000 shares for about $1.05 million, reducing his ownership by 5.21%. Regency Centers also raised its quarterly dividend to $0.755 per share, offering an annualized yield of 4.3%.

Urban Edge Properties (UE) has underperformed this year, with an 8.6% decline in share price, despite a 56.5% three-year total shareholder return. The stock is estimated to be 15% below its intrinsic value and 18% under analyst targets, suggesting potential upside, though this relies on specific earnings assumptions. Analysts anticipate a decrease in earnings by August 2028, leading to a narrative that requires modest revenue growth, margin compression, and a premium future multiple to justify a richer valuation.

Realty Income Corp. (O) shares increased by 1.32% on Wednesday, closing at $56.67, even though the broader market saw gains with the S&P 500 up 0.32% and the Dow Jones Industrial Average up 0.60%. Despite this daily gain, the stock underperformed some competitors and remained 7.23% below its 52-week high. Trading volume was also notably lower than its 50-day average.

Site Centers has acquired two fully occupied retail properties in the Greater Cincinnati area in Sycamore Township for over $11 million. These properties are located next to Harpers Station. The acquisition was finalized on December 9th.