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B. Riley Wealth Advisors’s Regency Centers REG Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-6,992
Closed -$522K – 1402
2024
Q4 		$522K Buy
6,992
+471
+7% +$34.5K 0.02% 681
2024
Q3 		$470K Sell
6,521
-25
-0.4% -$1.73K 0.01% 764
2024
Q2 		$412K Buy
+6,546
New +$392K 0.01% 901

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

B. Riley Wealth Advisors's REG Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of Regency Centers (REG) in Q1 2025, closing a stake of 6,992 shares — an estimated $522K sold.

B. Riley Wealth Advisors first reported a position in REG in Q2 2024 and held it in 3 quarters. The position peaked at $522K in Q4 2024. 513 funds tracked by Wall St. Rank hold REG as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining Regency Centers position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,992 Regency Centers shares in Q1 2025, an estimated $522K.
  • B. Riley Wealth Advisors first reported a position in Regency Centers in Q2 2024 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Regency Centers position peaked at $522K in Q4 2024.
  • 513 funds tracked by Wall St. Rank held Regency Centers as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.