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Atomi Financial Group’s Regency Centers REG Stock Holding History

Atomi Financial Group’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 		$350K Buy
4,632
+1,242
+37% +$92.6K 0.01% 871
2025
Q4 		$234K Buy
3,390
+11
+0.3% +$771 0.01% 1065
2025
Q3 		$246K Buy
3,379
+219
+7% +$15.6K 0.01% 995
2025
Q2 		$225K Sell
3,160
-515
-14% -$36.8K 0.01% 987
2025
Q1 		$271K Buy
3,675
+127
+4% +$9.24K 0.01% 824
2024
Q4 		$262K Buy
3,548
+78
+2% +$5.71K 0.01% 788
2024
Q3 		$251K Buy
+3,470
New +$240K 0.02% 753

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

Atomi Financial Group's REG Position: Q1 2026 in Review

Atomi Financial Group increased its Regency Centers (REG) stake by 37% in Q1 2026, buying an estimated $92.6K and bringing the position to 4,632 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #871.

Atomi Financial Group first reported a position in REG in Q3 2024 and has held it in 7 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Atomi Financial Group held 4,632 shares of Regency Centers worth $350K as of Q1 2026.
  • Atomi Financial Group bought 1,242 Regency Centers shares in Q1 2026, an estimated $92.6K.
  • Regency Centers made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #871 holding.
  • Atomi Financial Group first reported a position in Regency Centers in Q3 2024 and has held it in 7 quarters since.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.