Belpointe Asset Management’s Regency Centers REG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$647K Sell
8,115
-1,791
-18% -$141K 0.02% 633
2026
Q1
$749K Buy
+9,906
New +$738K 0.03% 560
2023
Q2
Sell
-1,127
Closed -$69K 2720
2023
Q1
$69K Buy
1,127
+4
+0.4% +$252 ﹤0.01% 1523
2022
Q4
$70.2K Buy
+1,123
New +$69K ﹤0.01% 1434

Other funds holding REG

Belpointe Asset Management's REG Position: Q2 2026 in Review

Belpointe Asset Management reduced its Regency Centers (REG) stake by 18% in Q2 2026, selling an estimated $141K and leaving 8,115 shares worth $647K. The position accounts for 0.02% of the portfolio, ranked #633.

Belpointe Asset Management first reported a position in REG in Q4 2022 and has held it in 4 quarters since. The position peaked at $749K in Q1 2026. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Belpointe Asset Management held 8,115 shares of Regency Centers worth $647K as of Q2 2026.
  • Belpointe Asset Management sold 1,791 Regency Centers shares in Q2 2026, an estimated $141K.
  • Regency Centers made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #633 holding.
  • Belpointe Asset Management first reported a position in Regency Centers in Q4 2022 and has held it in 4 quarters since.
  • Belpointe Asset Management's Regency Centers position peaked at $749K in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.