Abound Wealth Management’s Regency Centers REG Stock Holding History

Abound Wealth Management’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	–	Sell	-26	Closed	-$1.97K	–	1530
2026 Q1	$1.97K	Hold	26	–	–	﹤0.01%	908
2025 Q4	$1.79K	Hold	26	–	–	﹤0.01%	862
2025 Q3	$1.9K	Hold	26	–	–	﹤0.01%	817
2025 Q2	$1.85K	Hold	26	–	–	﹤0.01%	756
2025 Q1	$1.92K	Hold	26	–	–	﹤0.01%	708
2024 Q4	$1.92K	Hold	26	–	–	﹤0.01%	675
2024 Q3	$1.88K	Hold	26	–	–	﹤0.01%	714
2024 Q2	$1.62K	Sell	26 -7	-21%	-$420	﹤0.01%	663
2024 Q1	$2.01K	Hold	33	–	–	﹤0.01%	682
2023 Q4	$2.22K	Hold	33	–	–	﹤0.01%	641
2023 Q3	$1.97K	Hold	33	–	–	﹤0.01%	619
2023 Q2	$2.04K	Buy	33 +7	+27%	+$417	﹤0.01%	643
2023 Q1	$1.59K	Hold	26	–	–	﹤0.01%	608
2022 Q4	$1.63K	Hold	26	–	–	﹤0.01%	566
2022 Q3	$1.4K	Buy	+26	New	+$1.59K	﹤0.01%	545

Other funds holding REG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Abound Wealth Management's REG Position: Q2 2026 in Review

Abound Wealth Management sold out of Regency Centers (REG) in Q2 2026, closing a stake of 26 shares — an estimated $1.97K sold.

Abound Wealth Management first reported a position in REG in Q3 2022 and held it in 15 quarters. The position peaked at $2.22K in Q4 2023. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Abound Wealth Management reported no remaining Regency Centers position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 26 Regency Centers shares in Q2 2026, an estimated $1.97K.
Abound Wealth Management first reported a position in Regency Centers in Q3 2022 and held it in 15 quarters.
Abound Wealth Management's Regency Centers position peaked at $2.22K in Q4 2023.
606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.