Advisornet Financial’s Regency Centers REG Stock Holding History

Advisornet Financial’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
2025 Q4	–	Sell	-9	Closed	-$656	–	2337
2025 Q3	$656	Buy	9 +4	+80%	+$285	﹤0.01%	2027
2025 Q2	$356	Sell	5 -77	-94%	-$5.5K	﹤0.01%	2097
2025 Q1	$6.05K	Buy	+82	New	+$5.97K	﹤0.01%	1569
2024 Q2	–	Sell	-18	Closed	-$1.09K	–	2170
2024 Q1	$1.09K	Buy	18 +2	+13%	+$124	﹤0.01%	1736
2023 Q4	$1.07K	Buy	+16	New	+$990	﹤0.01%	1866
2022 Q4	–	Sell	-35	Closed	-$2K	–	2470
2022 Q3	$2K	Buy	35 +5	+17%	+$306	﹤0.01%	1697
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	1724
2022 Q1	$2K	Buy	30 +15	+100%	+$1.05K	﹤0.01%	1812
2021 Q4	$1K	Buy	+15	New	+$1.08K	﹤0.01%	1962
2018 Q2	–	Sell	-106	Closed	-$6K	–	1638
2018 Q1	$6K	Buy	+106	New	+$6.4K	﹤0.01%	1197

Other funds holding REG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Advisornet Financial's REG Position: Q4 2025 in Review

Advisornet Financial sold out of Regency Centers (REG) in Q4 2025, closing a stake of 9 shares — an estimated $656 sold.

Advisornet Financial first reported a position in REG in Q1 2018 and held it in 10 quarters. The position peaked at $6.05K in Q1 2025. 550 funds tracked by Wall St. Rank hold REG as of Q4 2025.

Advisornet Financial reported no remaining Regency Centers position as of Q4 2025 after selling out during the quarter.
Advisornet Financial sold 9 Regency Centers shares in Q4 2025, an estimated $656.
Advisornet Financial first reported a position in Regency Centers in Q1 2018 and held it in 10 quarters.
Advisornet Financial's Regency Centers position peaked at $6.05K in Q1 2025.
550 funds tracked by Wall St. Rank held Regency Centers as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.