Allworth Financial’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $636K | Buy |
8,407
+975
| +13% | +$72.7K | ﹤0.01% | 858 |
|
|
2025
Q4 | $513K | Sell |
7,432
-2,088
| -22% | -$146K | ﹤0.01% | 927 |
|
|
2025
Q3 | $694K | Buy |
9,520
+34
| +0.4% | +$2.42K | ﹤0.01% | 769 |
|
|
2025
Q2 | $676K | Buy |
9,486
+9,011
| +1,897% | +$644K | ﹤0.01% | 747 |
|
|
2025
Q1 | $34K | Sell |
475
-19
| -4% | -$1.38K | ﹤0.01% | 1751 |
|
|
2024
Q4 | $35.1K | Buy |
494
+93
| +23% | +$6.8K | ﹤0.01% | 1764 |
|
|
2024
Q3 | $29K | Buy |
401
+26
| +7% | +$1.8K | ﹤0.01% | 1681 |
|
|
2024
Q2 | $24.8K | Sell |
375
-43
| -10% | -$2.58K | ﹤0.01% | 1746 |
|
|
2024
Q1 | $25.3K | Buy |
418
+3
| +0.7% | +$186 | ﹤0.01% | 1635 |
|
|
2023
Q4 | $27.8K | Buy |
415
+25
| +6% | +$1.55K | ﹤0.01% | 1454 |
|
|
2023
Q3 | $23.2K | Buy |
390
+286
| +275% | +$18.1K | ﹤0.01% | 1430 |
|
|
2023
Q2 | $6.42K | Sell |
104
-13
| -11% | -$774 | ﹤0.01% | 2010 |
|
|
2023
Q1 | $7.16K | Buy |
117
+7
| +6% | +$440 | ﹤0.01% | 1904 |
|
|
2022
Q4 | $6.88K | Buy |
110
+57
| +108% | +$3.5K | ﹤0.01% | 1799 |
|
|
2022
Q3 | $3K | Sell |
53
-205
| -79% | -$12.5K | ﹤0.01% | 2056 |
|
|
2022
Q2 | $15K | Buy |
258
+210
| +438% | +$13.9K | ﹤0.01% | 1375 |
|
|
2022
Q1 | $3K | Sell |
48
-242
| -83% | -$16.9K | ﹤0.01% | 1739 |
|
|
2021
Q4 | $22K | Buy |
290
+246
| +559% | +$17.8K | ﹤0.01% | 1091 |
|
|
2021
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 1622 |
|
|
2021
Q2 | $3K | Hold |
44
| – | – | ﹤0.01% | 1327 |
|
|
2021
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 1326 |
|
|
2020
Q4 | $2K | Hold |
44
| – | – | ﹤0.01% | 1193 |
|
|
2020
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 1016 |
|
|
2020
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 1032 |
|
|
2020
Q1 | $2K | Hold |
44
| – | – | ﹤0.01% | 1077 |
|
|
2019
Q4 | $3K | Hold |
44
| – | – | ﹤0.01% | 861 |
|
|
2019
Q3 | $3K | Buy |
+44
| New | +$2.93K | ﹤0.01% | 775 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 772 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 783 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 695 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 751 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 740 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 671 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 637 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 641 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 469 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 614 |
|
Other funds holding REG
VPM
VCM
Allworth Financial's REG Position: Q1 2026 in Review
Allworth Financial increased its Regency Centers (REG) stake by 13% in Q1 2026, buying an estimated $72.7K and bringing the position to 8,407 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #858.
Allworth Financial first reported a position in REG in Q3 2019 and has held it in 27 quarters since. The position peaked at $694K in Q3 2025. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.
- Allworth Financial held 8,407 shares of Regency Centers worth $636K as of Q1 2026.
- Allworth Financial bought 975 Regency Centers shares in Q1 2026, an estimated $72.7K.
- Regency Centers made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #858 holding.
- Allworth Financial first reported a position in Regency Centers in Q3 2019 and has held it in 27 quarters since.
- Allworth Financial's Regency Centers position peaked at $694K in Q3 2025.
- 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.
Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.