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AllSquare Wealth Management’s Regency Centers REG Stock Holding History

AllSquare 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
2025
Q3 		$23.4K Hold
321
– – 0.01% 302
2025
Q2 		$22.9K Hold
321
– – 0.01% 303
2025
Q1 		$23.7K Hold
321
– – 0.01% 285
2024
Q4 		$23.7K Hold
321
– – 0.01% 284
2024
Q3 		$23.2K Hold
321
– – 0.01% 292
2024
Q2 		$20K Hold
321
– – 0.01% 303
2024
Q1 		$19.4K Hold
321
– – 0.01% 305
2023
Q4 		$21.5K Hold
321
– – 0.01% 288
2023
Q3 		$19.1K Buy
+321
New +$20.3K 0.01% 299

Other funds holding REG

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AllSquare Wealth Management's REG Position: Q3 2025 in Review

AllSquare Wealth Management held its Regency Centers (REG) position steady in Q3 2025 at 321 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #302.

AllSquare Wealth Management first reported a position in REG in Q3 2023 and has held it in 9 quarters since. The position peaked at $23.7K in Q4 2024. 521 funds tracked by Wall St. Rank hold REG as of Q3 2025.

  • AllSquare Wealth Management held 321 shares of Regency Centers worth $23.4K as of Q3 2025.
  • AllSquare Wealth Management left its Regency Centers share count unchanged in Q3 2025.
  • Regency Centers made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #302 holding.
  • AllSquare Wealth Management first reported a position in Regency Centers in Q3 2023 and has held it in 9 quarters since.
  • AllSquare Wealth Management's Regency Centers position peaked at $23.7K in Q4 2024.
  • 521 funds tracked by Wall St. Rank held Regency Centers as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.