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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
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 $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

Atria Investments's REG Position: Q1 2026 in Review

Atria Investments reduced its Regency Centers (REG) stake by 3.1% in Q1 2026, selling an estimated $10.8K and leaving 4,566 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Atria Investments first reported a position in REG in Q2 2024 and has held it in 8 quarters since. The position peaked at $399K in Q3 2024. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Atria Investments held 4,566 shares of Regency Centers worth $345K as of Q1 2026.
  • Atria Investments sold 145 Regency Centers shares in Q1 2026, an estimated $10.8K.
  • Regency Centers made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1663 holding.
  • Atria Investments first reported a position in Regency Centers in Q2 2024 and has held it in 8 quarters since.
  • Atria Investments's Regency Centers position peaked at $399K in Q3 2024.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.