Arkadios Wealth Advisors’s Regency Centers REG Stock Holding History

Arkadios Wealth Advisors’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	$472K	Sell	5,924 -10	-0.2%	-$785	0.01%	1156
2026 Q1	$449K	Buy	+5,934	New	+$442K	0.01%	1167
2021 Q4	–	Sell	-1,645	Closed	-$110K	–	1497
2021 Q3	$110K	Buy	1,645 +206	+14%	+$13.6K	0.02%	666
2021 Q2	$92K	Buy	1,439 +266	+23%	+$16.8K	0.01%	743
2021 Q1	$66K	Sell	1,173 -199	-15%	-$10.4K	0.01%	622
2020 Q4	$62K	Sell	1,372 -256	-16%	-$11K	0.01%	511
2020 Q3	$61.1K	Buy	1,628 +108	+7%	+$4.44K	0.03%	370
2020 Q2	$63.9K	Buy	+1,520	New	+$64.2K	0.04%	332

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

Arkadios Wealth Advisors's REG Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Regency Centers (REG) stake by 0.17% in Q2 2026, selling an estimated $785 and leaving 5,924 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #1156.

Arkadios Wealth Advisors first reported a position in REG in Q2 2020 and has held it in 8 quarters since. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Arkadios Wealth Advisors held 5,924 shares of Regency Centers worth $472K as of Q2 2026.
Arkadios Wealth Advisors sold 10 Regency Centers shares in Q2 2026, an estimated $785.
Regency Centers made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1156 holding.
Arkadios Wealth Advisors first reported a position in Regency Centers in Q2 2020 and has held it in 8 quarters since.
606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.