Action Point Financial Planning’s Regency Centers REG Stock Holding History

Action Point Financial Planning’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	$1.99K	Buy	+27	New	+$2.12K	﹤0.01%	2264

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

Action Point Financial Planning's REG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Regency Centers (REG) in Q2 2026: 27 shares worth $1.99K. The stake represents ﹤0.01% of the portfolio and ranks #2264 among its holdings.

606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Action Point Financial Planning held 27 shares of Regency Centers worth $1.99K as of Q2 2026.
Regency Centers was a new Action Point Financial Planning position in Q2 2026.
Regency Centers made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2264 holding.
606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.