Carson Wealth (CWM LLC)’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
Q1 | $670K | Sell |
8,860
-5,027
| -36% | -$375K | ﹤0.01% | 1810 |
|
|
2025
Q4 | $959K | Buy |
13,887
+8,993
| +184% | +$631K | ﹤0.01% | 1520 |
|
|
2025
Q3 | $357K | Buy |
4,894
+3,676
| +302% | +$262K | ﹤0.01% | 1992 |
|
|
2025
Q2 | $87K | Sell |
1,218
-352
| -22% | -$25.2K | ﹤0.01% | 2847 |
|
|
2025
Q1 | $116K | Buy |
1,570
+279
| +22% | +$20.3K | ﹤0.01% | 2307 |
|
|
2024
Q4 | $95K | Sell |
1,291
-44
| -3% | -$3.22K | ﹤0.01% | 2312 |
|
|
2024
Q3 | $96K | Buy |
1,335
+41
| +3% | +$2.84K | ﹤0.01% | 2219 |
|
|
2024
Q2 | $81K | Sell |
1,294
-1,103
| -46% | -$66.1K | ﹤0.01% | 2121 |
|
|
2024
Q1 | $145K | Sell |
2,397
-5,762
| -71% | -$357K | ﹤0.01% | 1675 |
|
|
2023
Q4 | $547K | Sell |
8,159
-12,983
| -61% | -$803K | ﹤0.01% | 1031 |
|
|
2023
Q3 | $1.26M | Buy |
21,142
+20,514
| +3,267% | +$1.29M | 0.01% | 661 |
|
|
2023
Q2 | $39K | Buy |
628
+50
| +9% | +$2.98K | ﹤0.01% | 2169 |
|
|
2023
Q1 | $35K | Sell |
578
-20
| -3% | -$1.26K | ﹤0.01% | 2116 |
|
|
2022
Q4 | $37K | Sell |
598
-357
| -37% | -$21.9K | ﹤0.01% | 1940 |
|
|
2022
Q3 | $51K | Buy |
955
+283
| +42% | +$17.3K | ﹤0.01% | 1648 |
|
|
2022
Q2 | $40K | Buy |
672
+356
| +113% | +$23.6K | ﹤0.01% | 1732 |
|
|
2022
Q1 | $23K | Buy |
316
+205
| +185% | +$14.3K | ﹤0.01% | 2000 |
|
|
2021
Q4 | $8K | Buy |
+111
| New | +$8.01K | ﹤0.01% | 2495 |
|
|
2021
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 2692 |
|
|
2021
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 2692 |
|
|
2020
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 2691 |
|
|
2020
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 2690 |
|
|
2020
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 2689 |
|
|
2020
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 2689 |
|
|
2019
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 2688 |
|
|
2019
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 2688 |
|
|
2019
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 2687 |
|
|
2019
Q1 | $2K | Buy |
+31
| New | +$1.98K | ﹤0.01% | 2684 |
|
|
2018
Q4 | – | Sell |
-4
| Closed | – | – | 2219 |
|
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1964 |
|
|
2018
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1762 |
|
|
2018
Q1 | $0 | Sell |
4
-253
| -98% | -$15.3K | ﹤0.01% | 1520 |
|
|
2017
Q4 | $18K | Sell |
257
-25
| -9% | -$1.65K | ﹤0.01% | 722 |
|
|
2017
Q3 | $17K | Buy |
282
+278
| +6,950% | +$17.9K | ﹤0.01% | 754 |
|
|
2017
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1287 |
|
|
2017
Q1 | $0 | Buy |
+4
| New | +$274 | ﹤0.01% | 1292 |
|
Other funds holding REG
VPM
VCM
Carson Wealth (CWM LLC)'s REG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Regency Centers (REG) stake by 36% in Q1 2026, selling an estimated $375K and leaving 8,860 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #1810.
Carson Wealth (CWM LLC) first reported a position in REG in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.26M in Q3 2023. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.
- Carson Wealth (CWM LLC) held 8,860 shares of Regency Centers worth $670K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 5,027 Regency Centers shares in Q1 2026, an estimated $375K.
- Regency Centers made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1810 holding.
- Carson Wealth (CWM LLC) first reported a position in Regency Centers in Q1 2017 and has held it in 35 quarters since.
- Carson Wealth (CWM LLC)'s Regency Centers position peaked at $1.26M in Q3 2023.
- 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.