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Bell Investment Advisors’s Regency Centers REG Stock Holding History

Bell Investment 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 		$12.4K Hold
156
– – ﹤0.01% 640
2026
Q1 		$11.8K Hold
156
– – ﹤0.01% 618
2025
Q4 		$10.8K Hold
156
– – ﹤0.01% 668
2025
Q3 		$11.4K Sell
156
-92
-37% -$6.56K ﹤0.01% 595
2025
Q2 		$17.7K Hold
248
– – ﹤0.01% 463
2025
Q1 		$18.3K Buy
248
+92
+59% +$6.7K ﹤0.01% 417
2024
Q4 		$11.5K Hold
156
– – ﹤0.01% 546
2024
Q3 		$11.3K Hold
156
– – ﹤0.01% 575
2024
Q2 		$9.7K Sell
156
-12
-7% -$719 ﹤0.01% 624
2024
Q1 		$10.2K Sell
168
-8
-5% -$496 ﹤0.01% 586
2023
Q4 		$11.8K Sell
176
-20
-10% -$1.24K ﹤0.01% 499
2023
Q3 		$11.7K Buy
196
+14
+8% +$884 ﹤0.01% 451
2023
Q2 		$11.2K Buy
182
+34
+23% +$2.02K ﹤0.01% 470
2023
Q1 		$9.05K Buy
148
+108
+270% +$6.79K ﹤0.01% 521
2022
Q4 		$2.5K Sell
40
-1
-2% -$61 ﹤0.01% 1170
2022
Q3 		$2K Sell
41
-12
-23% -$734 ﹤0.01% 1194
2022
Q2 		$3K Buy
+53
New +$3.51K ﹤0.01% 1005
2021
Q4 		$5K Buy
60
+7
+13% +$505 ﹤0.01% 795
2021
Q3 		$4K Buy
+53
New +$3.51K ﹤0.01% 821

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

Bell Investment Advisors's REG Position: Q2 2026 in Review

Bell Investment Advisors held its Regency Centers (REG) position steady in Q2 2026 at 156 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Bell Investment Advisors first reported a position in REG in Q3 2021 and has held it in 19 quarters since. The position peaked at $18.3K in Q1 2025. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Bell Investment Advisors held 156 shares of Regency Centers worth $12.4K as of Q2 2026.
  • Bell Investment Advisors left its Regency Centers share count unchanged in Q2 2026.
  • Regency Centers made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #640 holding.
  • Bell Investment Advisors first reported a position in Regency Centers in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Regency Centers position peaked at $18.3K in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.