Baldwin Wealth Partners’s Regency Centers REG Stock Holding History

Baldwin Wealth Partners’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	$11.7M	Buy	146,695 +2,629	+2%	+$206K	0.76%	32
2026 Q1	$10.9M	Sell	144,066 -14,806	-9%	-$1.1M	0.79%	35
2025 Q4	$11M	Sell	158,872 -338	-0.2%	-$23.7K	0.7%	35
2025 Q3	$11.6M	Sell	159,210 -5,413	-3%	-$386K	0.76%	36
2025 Q2	$11.7M	Sell	164,623 -4,538	-3%	-$324K	0.8%	39
2025 Q1	$12.5M	Buy	169,161 +1,873	+1%	+$136K	0.88%	35
2024 Q4	$12.4M	Buy	167,288 +11,470	+7%	+$839K	0.85%	34
2024 Q3	$11.3M	Buy	155,818 +1,571	+1%	+$109K	0.77%	36
2024 Q2	$9.59M	Sell	154,247 -9,447	-6%	-$566K	0.75%	39
2024 Q1	$9.91M	Sell	163,694 -3,942	-2%	-$244K	0.75%	43
2023 Q4	$11.2M	Buy	167,636 +719	+0.4%	+$44.5K	0.88%	40
2023 Q3	$9.92M	Sell	166,917 -310	-0.2%	-$19.6K	0.85%	41
2023 Q2	$10.3M	Buy	167,227 +1,574	+1%	+$93.7K	0.85%	40
2023 Q1	$10.1M	Buy	165,653 +33,347	+25%	+$2.1M	0.88%	39
2022 Q4	$8.27M	Sell	132,306 -679	-0.5%	-$41.7K	0.75%	45
2022 Q3	$7.16M	Buy	132,985 +129,985	+4,333%	+$7.95M	0.99%	30
2022 Q2	$178K	Buy	3,000 +154	+5%	+$10.2K	0.02%	196
2022 Q1	$203K	Hold	2,846	–	–	0.02%	207
2021 Q4	$214K	Hold	2,846	–	–	0.02%	201
2021 Q3	$192K	Hold	2,846	–	–	0.02%	201
2021 Q2	$182K	Hold	2,846	–	–	0.02%	208
2021 Q1	$161K	Hold	2,846	–	–	0.02%	210
2020 Q4	$130K	Hold	2,846	–	–	0.02%	223
2020 Q3	$108K	Hold	2,846	–	–	0.01%	225
2020 Q2	$131K	Hold	2,846	–	–	0.02%	190
2020 Q1	$109K	Hold	2,846	–	–	0.02%	191
2019 Q4	$180K	Hold	2,846	–	–	0.03%	188
2019 Q3	$198K	Hold	2,846	–	–	0.03%	174
2019 Q2	$190K	Hold	2,846	–	–	0.03%	203
2019 Q1	$192K	Hold	2,846	–	–	0.03%	203
2018 Q4	$167K	Hold	2,846	–	–	0.03%	202
2018 Q3	$184K	Hold	2,846	–	–	0.03%	208
2018 Q2	$177K	Hold	2,846	–	–	0.03%	208
2018 Q1	$168K	Hold	2,846	–	–	0.03%	206
2017 Q4	$197K	Hold	2,846	–	–	0.03%	196
2017 Q3	$177K	Hold	2,846	–	–	0.03%	198
2017 Q2	$178K	Hold	2,846	–	–	0.03%	197
2017 Q1	$189K	Buy	+2,846	New	+$195K	0.03%	191

Other funds holding REG

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Baldwin Wealth Partners's REG Position: Q2 2026 in Review

Baldwin Wealth Partners increased its Regency Centers (REG) stake by 1.8% in Q2 2026, buying an estimated $206K and bringing the position to 146,695 shares worth $11.7M. The position accounts for 0.76% of the portfolio, ranked #32.

Baldwin Wealth Partners first reported a position in REG in Q1 2017 and has held it in 38 quarters since. The position peaked at $12.5M in Q1 2025. 61 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Baldwin Wealth Partners held 146,695 shares of Regency Centers worth $11.7M as of Q2 2026.
Baldwin Wealth Partners bought 2,629 Regency Centers shares in Q2 2026, an estimated $206K.
Regency Centers made up 0.76% of Baldwin Wealth Partners's portfolio in Q2 2026, its #32 holding.
Baldwin Wealth Partners first reported a position in Regency Centers in Q1 2017 and has held it in 38 quarters since.
Baldwin Wealth Partners's Regency Centers position peaked at $12.5M in Q1 2025.
61 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.