Aventura Private Wealth’s Regency Centers REG Stock Holding History

Aventura Private Wealth’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
2025 Q2	–	Sell	-5	Closed	-$369	–	829
2025 Q1	$369	Hold	5	–	–	﹤0.01%	735
2024 Q4	$370	Buy	+5	New	+$366	﹤0.01%	708

Other funds holding REG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Aventura Private Wealth's REG Position: Q2 2025 in Review

Aventura Private Wealth sold out of Regency Centers (REG) in Q2 2025, closing a stake of 5 shares — an estimated $369 sold.

Aventura Private Wealth first reported a position in REG in Q4 2024 and held it in 2 quarters. The position peaked at $370 in Q4 2024. 515 funds tracked by Wall St. Rank hold REG as of Q2 2025.

Aventura Private Wealth reported no remaining Regency Centers position as of Q2 2025 after selling out during the quarter.
Aventura Private Wealth sold 5 Regency Centers shares in Q2 2025, an estimated $369.
Aventura Private Wealth first reported a position in Regency Centers in Q4 2024 and held it in 2 quarters.
Aventura Private Wealth's Regency Centers position peaked at $370 in Q4 2024.
515 funds tracked by Wall St. Rank held Regency Centers as of Q2 2025.

Based on Aventura Private Wealth's 13F filing for Q2 2025, filed 7 Jan 2026.