CFO
REG icon

Callan Family Office’s Regency Centers REG Stock Holding History

Callan Family Office’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
Q1 		$467K Sell
6,168
-850
-12% -$63.3K 0.01% 789
2025
Q4 		$484K Buy
7,018
+3,012
+75% +$211K 0.01% 790
2025
Q3 		$292K Buy
4,006
+1,074
+37% +$76.6K 0.01% 717
2025
Q2 		$209K Buy
+2,932
New +$210K 0.01% 882

Other funds holding REG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Callan Family Office's REG Position: Q1 2026 in Review

Callan Family Office reduced its Regency Centers (REG) stake by 12% in Q1 2026, selling an estimated $63.3K and leaving 6,168 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #789.

Callan Family Office first reported a position in REG in Q2 2025 and has held it in 4 quarters since. The position peaked at $484K in Q4 2025. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Callan Family Office held 6,168 shares of Regency Centers worth $467K as of Q1 2026.
  • Callan Family Office sold 850 Regency Centers shares in Q1 2026, an estimated $63.3K.
  • Regency Centers made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #789 holding.
  • Callan Family Office first reported a position in Regency Centers in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Regency Centers position peaked at $484K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.