Activest Wealth Management’s Regency Centers REG Stock Holding History

Activest 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	$1.12K	Hold	14	–	–	﹤0.01%	941
2026 Q1	$1.06K	Sell	14 -2	-13%	-$149	﹤0.01%	1024
2025 Q4	$1.1K	Buy	16 +9	+129%	+$631	﹤0.01%	938
2025 Q3	$510	Buy	7 +2	+40%	+$143	﹤0.01%	961
2025 Q2	$356	Buy	+5	New	+$357	﹤0.01%	912
2025 Q1	–	Sell	-2	Closed	-$146	–	1153
2024 Q4	$148	Buy	+2	New	+$146	﹤0.01%	661

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

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

Activest Wealth Management held its Regency Centers (REG) position steady in Q2 2026 at 14 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Activest Wealth Management first reported a position in REG in Q4 2024 and has held it in 6 quarters since. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Activest Wealth Management held 14 shares of Regency Centers worth $1.12K as of Q2 2026.
Activest Wealth Management left its Regency Centers share count unchanged in Q2 2026.
Regency Centers made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #941 holding.
Activest Wealth Management first reported a position in Regency Centers in Q4 2024 and has held it in 6 quarters since.
606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

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