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 Q3	$791K	Buy	10,999 +2,465	+29%	+$191K	0.04%	319
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	-268	Closed	-$19.1K	–	691
2022 Q1	$19.1K	Buy	+268	New	+$18.8K	﹤0.01%	655

Other funds holding REG

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

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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Aaron Wealth Advisors's REG Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Regency Centers (REG) stake by 29% in Q3 2026, buying an estimated $191K and bringing the position to 10,999 shares worth $791K. The position accounts for 0.04% of the portfolio, ranked #319.

Aaron Wealth Advisors first reported a position in REG in Q1 2022 and has held it in 6 quarters since. The position peaked at $806K in Q4 2025. 306 funds tracked by Wall St. Rank hold REG as of Q3 2026.

Aaron Wealth Advisors held 10,999 shares of Regency Centers worth $791K as of Q3 2026.
Aaron Wealth Advisors bought 2,465 Regency Centers shares in Q3 2026, an estimated $191K.
Regency Centers made up 0.04% of Aaron Wealth Advisors's portfolio in Q3 2026, its #319 holding.
Aaron Wealth Advisors first reported a position in Regency Centers in Q1 2022 and has held it in 6 quarters since.
Aaron Wealth Advisors's Regency Centers position peaked at $806K in Q4 2025.
306 funds tracked by Wall St. Rank held Regency Centers as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.