BWA
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Basecamp Wealth Advisors’s Regency Centers REG Stock Holding History

Basecamp 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
2026
Q2 		$26.9K Hold
337
– – 0.01% 715
2026
Q1 		$25.5K Sell
337
-56
-14% -$4.17K 0.01% 746
2025
Q4 		$27.1K Buy
+393
New +$27.6K 0.01% 690

Other funds holding REG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Basecamp Wealth Advisors's REG Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Regency Centers (REG) position steady in Q2 2026 at 337 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #715.

Basecamp Wealth Advisors first reported a position in REG in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.1K in Q4 2025. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Basecamp Wealth Advisors held 337 shares of Regency Centers worth $26.9K as of Q2 2026.
  • Basecamp Wealth Advisors left its Regency Centers share count unchanged in Q2 2026.
  • Regency Centers made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #715 holding.
  • Basecamp Wealth Advisors first reported a position in Regency Centers in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Regency Centers position peaked at $27.1K in Q4 2025.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.