Avantax Advisory Services’s Regency Centers REG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$451K Buy
6,328
+268
+4% +$19.2K ﹤0.01% 1646
2025
Q1
$447K Sell
6,060
-1,355
-18% -$98.6K ﹤0.01% 1572
2024
Q4
$548K Buy
7,415
+35
+0.5% +$2.56K ﹤0.01% 1384
2024
Q3
$533K Sell
7,380
-25
-0.3% -$1.73K ﹤0.01% 1370
2024
Q2
$461K Buy
+7,405
New +$444K ﹤0.01% 1414

Other funds holding REG

Avantax Advisory Services's REG Position: Q2 2025 in Review

Avantax Advisory Services increased its Regency Centers (REG) stake by 4.4% in Q2 2025, buying an estimated $19.2K and bringing the position to 6,328 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Avantax Advisory Services first reported a position in REG in Q2 2024 and has held it in 5 quarters since. The position peaked at $548K in Q4 2024. 515 funds tracked by Wall St. Rank hold REG as of Q2 2025.

  • Avantax Advisory Services held 6,328 shares of Regency Centers worth $451K as of Q2 2025.
  • Avantax Advisory Services bought 268 Regency Centers shares in Q2 2025, an estimated $19.2K.
  • Regency Centers made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1646 holding.
  • Avantax Advisory Services first reported a position in Regency Centers in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Regency Centers position peaked at $548K in Q4 2024.
  • 515 funds tracked by Wall St. Rank held Regency Centers as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.