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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital Analysts LLC's REG Position: Q1 2026 in Review

Capital Analysts LLC reduced its Regency Centers (REG) stake by 23% in Q1 2026, selling an estimated $7.15K and leaving 315 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Capital Analysts LLC first reported a position in REG in Q4 2023 and has held it in 10 quarters since. The position peaked at $30K in Q3 2025. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

Capital Analysts LLC held 315 shares of Regency Centers worth $24K as of Q1 2026.
Capital Analysts LLC sold 96 Regency Centers shares in Q1 2026, an estimated $7.15K.
Regency Centers made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1091 holding.
Capital Analysts LLC first reported a position in Regency Centers in Q4 2023 and has held it in 10 quarters since.
Capital Analysts LLC's Regency Centers position peaked at $30K in Q3 2025.
584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.