CIAS
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CBIZ Investment Advisory Services’s Regency Centers REG Stock Holding History

CBIZ Investment Advisory Services’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 		$2.6K Hold
34
– – ﹤0.01% 307
2026
Q1 		$2.6K Hold
34
– – ﹤0.01% 307
2025
Q4 		$2.37K Hold
34
– – ﹤0.01% 618
2025
Q3 		$2.5K Buy
+34
New +$2.42K ﹤0.01% 543

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's REG Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Regency Centers (REG) position steady in Q2 2026 at 34 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

CBIZ Investment Advisory Services first reported a position in REG in Q3 2025 and has held it in 4 quarters since. 612 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • CBIZ Investment Advisory Services held 34 shares of Regency Centers worth $2.6K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Regency Centers share count unchanged in Q2 2026.
  • Regency Centers made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #307 holding.
  • CBIZ Investment Advisory Services first reported a position in Regency Centers in Q3 2025 and has held it in 4 quarters since.
  • 612 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.