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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Aprio Wealth Management's REG Position: Q1 2026 in Review

Aprio Wealth Management opened a new position in Regency Centers (REG) in Q1 2026: 3,481 shares worth $263K. The stake represents 0.01% of the portfolio and ranks #522 among its holdings. This is a return to the name: Aprio Wealth Management previously reported a position in REG as recently as Q3 2025.

Aprio Wealth Management first reported a position in REG in Q4 2024 and has held it in 4 quarters since. The position peaked at $281K in Q1 2025. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Aprio Wealth Management held 3,481 shares of Regency Centers worth $263K as of Q1 2026.
  • Regency Centers was a new Aprio Wealth Management position in Q1 2026.
  • Regency Centers made up 0.01% of Aprio Wealth Management's portfolio in Q1 2026, its #522 holding.
  • Aprio Wealth Management first reported a position in Regency Centers in Q4 2024 and has held it in 4 quarters since.
  • Aprio Wealth Management's Regency Centers position peaked at $281K in Q1 2025.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.