Aprio Wealth Management’s Regency Centers REG Stock Holding History

Aprio 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	$287K	Buy	3,601 +120	+3%	+$9.43K	0.01%	522
2026 Q1	$263K	Buy	+3,481	New	+$259K	0.01%	522
2025 Q4	–	Sell	-2,772	Closed	-$202K	–	559
2025 Q3	$202K	Buy	+2,772	New	+$198K	0.02%	422
2025 Q2	–	Sell	-3,804	Closed	-$281K	–	429
2025 Q1	$281K	Buy	3,804 +771	+25%	+$56.1K	0.04%	281
2024 Q4	$224K	Buy	+3,033	New	+$222K	0.03%	282

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

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

Aprio Wealth Management increased its Regency Centers (REG) stake by 3.4% in Q2 2026, buying an estimated $9.43K and bringing the position to 3,601 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #522.

Aprio Wealth Management first reported a position in REG in Q4 2024 and has held it in 5 quarters since. 611 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Aprio Wealth Management held 3,601 shares of Regency Centers worth $287K as of Q2 2026.
Aprio Wealth Management bought 120 Regency Centers shares in Q2 2026, an estimated $9.43K.
Regency Centers made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #522 holding.
Aprio Wealth Management first reported a position in Regency Centers in Q4 2024 and has held it in 5 quarters since.
611 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.