REG vs IVZ Comparison

Regency Centers is one of the largest shopping center-focused retail REITs. The company's portfolio includes an interest in 481 properties, which includes over 58 million square feet of retail space following the completion of the Urstadt Biddle acquisition in August 2023. The portfolio is geographically diversified with 22 regional offices and no single market representing more than 12% of total company net operating income. Regency's retail portfolio is primarily composed of grocery-anchored centers, with 80% of properties featuring a grocery anchor and grocery stores representing 20% of annual base rent.

Invesco provides investment management services to retail (69% of managed assets) and institutional (31%) clients. At the end of May 2026, the firm had $2.454 trillion in assets under management spread among its equity (61% of AUM), balanced (3%), fixed-income (21%), alternative investment (6%), and money market (9%) operations. Passive products account for close to half of Invesco's total AUM. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 32% of its AUM sourced from Europe, Africa, and the Middle East (17%) and Asia (15%).