AWA
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Aaron Wealth Advisors’s Regency Centers REG Stock Holding History

Aaron Wealth Advisors’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
Q2 		$681K Sell
8,534
-944
-10% -$74.1K 0.03% 342
2026
Q1 		$717K Sell
9,478
-2,202
-19% -$164K 0.04% 302
2025
Q4 		$806K Buy
11,680
+1,583
+16% +$111K 0.04% 296
2025
Q3 		$736K Buy
+10,097
New +$720K 0.04% 306
2022
Q2 		– Sell
-19,119
Closed -$268K – 691
2022
Q1 		$268K Buy
+19,119
New +$1.34M ﹤0.01% 702

Other funds holding REG

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Aaron Wealth Advisors's REG Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Regency Centers (REG) stake by 10% in Q2 2026, selling an estimated $74.1K and leaving 8,534 shares worth $681K. The position accounts for 0.03% of the portfolio, ranked #342.

Aaron Wealth Advisors first reported a position in REG in Q1 2022 and has held it in 5 quarters since. The position peaked at $806K in Q4 2025. 61 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Aaron Wealth Advisors held 8,534 shares of Regency Centers worth $681K as of Q2 2026.
  • Aaron Wealth Advisors sold 944 Regency Centers shares in Q2 2026, an estimated $74.1K.
  • Regency Centers made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #342 holding.
  • Aaron Wealth Advisors first reported a position in Regency Centers in Q1 2022 and has held it in 5 quarters since.
  • Aaron Wealth Advisors's Regency Centers position peaked at $806K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.