Superior Planning, LLC’s Regency Centers REG Stock Holding History

Superior Planning, LLC’s Portfolio REG Stock Details REG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.08K	Buy	+15	New	+$1.16K	﹤0.01%	1741

Other funds holding REG

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Superior Planning, LLC's REG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Regency Centers (REG) in Q3 2026: 15 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #1741 among its holdings.

417 funds tracked by Wall St. Rank hold REG as of Q3 2026.

Superior Planning, LLC held 15 shares of Regency Centers worth $1.08K as of Q3 2026.
Regency Centers was a new Superior Planning, LLC position in Q3 2026.
Regency Centers made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1741 holding.
417 funds tracked by Wall St. Rank held Regency Centers as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.