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Atria Investments’s Regency Centers REG Stock Holding History

Atria Investments’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 		$314K Sell
3,941
-625
-14% -$49.1K ﹤0.01% 1819
2026
Q1 		$345K Sell
4,566
-145
-3% -$10.8K ﹤0.01% 1663
2025
Q4 		$325K Sell
4,711
-28
-0.6% -$1.96K ﹤0.01% 1698
2025
Q3 		$345K Sell
4,739
-108
-2% -$7.7K ﹤0.01% 1639
2025
Q2 		$345K Buy
4,847
+156
+3% +$11.1K ﹤0.01% 1636
2025
Q1 		$346K Sell
4,691
-664
-12% -$48.3K ﹤0.01% 1542
2024
Q4 		$396K Sell
5,355
-170
-3% -$12.4K ﹤0.01% 1438
2024
Q3 		$399K Buy
5,525
+77
+1% +$5.33K 0.01% 1447
2024
Q2 		$339K Buy
+5,448
New +$327K ﹤0.01% 1514

Other funds holding REG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Investments's REG Position: Q2 2026 in Review

Atria Investments reduced its Regency Centers (REG) stake by 14% in Q2 2026, selling an estimated $49.1K and leaving 3,941 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Atria Investments first reported a position in REG in Q2 2024 and has held it in 9 quarters since. The position peaked at $399K in Q3 2024. 612 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Atria Investments held 3,941 shares of Regency Centers worth $314K as of Q2 2026.
  • Atria Investments sold 625 Regency Centers shares in Q2 2026, an estimated $49.1K.
  • Regency Centers made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1819 holding.
  • Atria Investments first reported a position in Regency Centers in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's Regency Centers position peaked at $399K in Q3 2024.
  • 612 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.