AWM
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AE Wealth Management’s Regency Centers REG Stock Holding History

AE 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 		$251K Buy
3,144
+105
+3% +$8.25K ﹤0.01% 1587
2026
Q1 		$230K Buy
+3,039
New +$226K ﹤0.01% 1531
2023
Q4 		– Sell
-4,832
Closed -$287K – 2160
2023
Q3 		$287K Buy
+4,832
New +$305K ﹤0.01% 1630

Other funds holding REG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

AE Wealth Management increased its Regency Centers (REG) stake by 3.5% in Q2 2026, buying an estimated $8.25K and bringing the position to 3,144 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

AE Wealth Management first reported a position in REG in Q3 2023 and has held it in 3 quarters since. The position peaked at $287K in Q3 2023. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • AE Wealth Management held 3,144 shares of Regency Centers worth $251K as of Q2 2026.
  • AE Wealth Management bought 105 Regency Centers shares in Q2 2026, an estimated $8.25K.
  • Regency Centers made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1587 holding.
  • AE Wealth Management first reported a position in Regency Centers in Q3 2023 and has held it in 3 quarters since.
  • AE Wealth Management's Regency Centers position peaked at $287K in Q3 2023.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.