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Bogart Wealth LLC’s Regency Centers REG Stock Holding History

Bogart Wealth LLC’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 		$41.5K Hold
520
– – ﹤0.01% 588
2026
Q1 		$39.3K Hold
520
– – ﹤0.01% 556
2025
Q4 		$35.9K Hold
520
– – ﹤0.01% 555
2025
Q3 		$37.9K Hold
520
– – ﹤0.01% 516
2025
Q2 		$37K Hold
520
– – ﹤0.01% 504
2025
Q1 		$38.4K Hold
520
– – ﹤0.01% 470
2024
Q4 		$38.4K Hold
520
– – ﹤0.01% 460
2024
Q3 		$37.6K Hold
520
– – ﹤0.01% 462
2024
Q2 		$32.3K Hold
520
– – ﹤0.01% 470
2024
Q1 		$31.5K Hold
520
– – ﹤0.01% 447
2023
Q4 		$34.8K Hold
520
– – ﹤0.01% 426
2023
Q3 		$30.9K Buy
+520
New +$32.8K ﹤0.01% 415

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

Bogart Wealth LLC's REG Position: Q2 2026 in Review

Bogart Wealth LLC held its Regency Centers (REG) position steady in Q2 2026 at 520 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Bogart Wealth LLC first reported a position in REG in Q3 2023 and has held it in 12 quarters since. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Bogart Wealth LLC held 520 shares of Regency Centers worth $41.5K as of Q2 2026.
  • Bogart Wealth LLC left its Regency Centers share count unchanged in Q2 2026.
  • Regency Centers made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #588 holding.
  • Bogart Wealth LLC first reported a position in Regency Centers in Q3 2023 and has held it in 12 quarters since.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.