Capital Analysts LLC’s Regency Centers REG Stock Holding History

Capital Analysts 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	$18K	Sell	227 -88	-28%	-$6.91K	﹤0.01%	1184
2026 Q1	$24K	Sell	315 -96	-23%	-$7.15K	﹤0.01%	1091
2025 Q4	$28K	Buy	411 +2	+0.5%	+$140	﹤0.01%	1039
2025 Q3	$30K	Sell	409 -3	-0.7%	-$214	﹤0.01%	982
2025 Q2	$29K	Buy	412 +2	+0.5%	+$143	﹤0.01%	924
2025 Q1	$30K	Buy	410 +2	+0.5%	+$146	﹤0.01%	903
2024 Q4	$30K	Buy	408 +6	+1%	+$439	﹤0.01%	852
2024 Q3	$29K	Sell	402 -2	-0.5%	-$138	﹤0.01%	835
2024 Q2	$25K	Sell	404 -3	-0.7%	-$180	﹤0.01%	822
2024 Q1	$25K	Buy	407 +2	+0.5%	+$124	﹤0.01%	787
2023 Q4	$27K	Buy	+405	New	+$25K	﹤0.01%	764

Other funds holding REG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Analysts LLC's REG Position: Q2 2026 in Review

Capital Analysts LLC reduced its Regency Centers (REG) stake by 28% in Q2 2026, selling an estimated $6.91K and leaving 227 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Capital Analysts LLC first reported a position in REG in Q4 2023 and has held it in 11 quarters since. The position peaked at $30K in Q3 2025. 612 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Capital Analysts LLC held 227 shares of Regency Centers worth $18K as of Q2 2026.
Capital Analysts LLC sold 88 Regency Centers shares in Q2 2026, an estimated $6.91K.
Regency Centers made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1184 holding.
Capital Analysts LLC first reported a position in Regency Centers in Q4 2023 and has held it in 11 quarters since.
Capital Analysts LLC's Regency Centers position peaked at $30K in Q3 2025.
612 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.