Arax Advisory Partners’s Regency Centers REG Stock Holding History

Arax Advisory Partners’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	$24.9K	Sell	329 -587	-64%	-$43.7K	﹤0.01%	1997
2025 Q4	$63.2K	Sell	916 -5,982	-87%	-$419K	﹤0.01%	1502
2025 Q3	$503K	Buy	6,898 +6,592	+2,154%	+$470K	0.01%	898
2025 Q2	$23.8K	Buy	306 +166	+119%	+$11.9K	﹤0.01%	1579
2025 Q1	$10.3K	Buy	140 +110	+367%	+$8.01K	﹤0.01%	1559
2024 Q4	$2.22K	Buy	30 +5	+20%	+$366	﹤0.01%	1987
2024 Q3	$1.81K	Buy	+25	New	+$1.73K	﹤0.01%	2101
2018 Q3	–	Sell	-44	Closed	-$2K	–	709
2018 Q2	$2K	Buy	+44	New	+$2.58K	﹤0.01%	447

Other funds holding REG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Arax Advisory Partners's REG Position: Q1 2026 in Review

Arax Advisory Partners reduced its Regency Centers (REG) stake by 64% in Q1 2026, selling an estimated $43.7K and leaving 329 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Arax Advisory Partners first reported a position in REG in Q2 2018 and has held it in 8 quarters since. The position peaked at $503K in Q3 2025. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

Arax Advisory Partners held 329 shares of Regency Centers worth $24.9K as of Q1 2026.
Arax Advisory Partners sold 587 Regency Centers shares in Q1 2026, an estimated $43.7K.
Regency Centers made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #1997 holding.
Arax Advisory Partners first reported a position in Regency Centers in Q2 2018 and has held it in 8 quarters since.
Arax Advisory Partners's Regency Centers position peaked at $503K in Q3 2025.
584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.