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
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 $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

CBIZ Investment Advisory Services's REG Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its Regency Centers (REG) position steady in Q1 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 3 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • CBIZ Investment Advisory Services held 34 shares of Regency Centers worth $2.6K as of Q1 2026.
  • CBIZ Investment Advisory Services left its Regency Centers share count unchanged in Q1 2026.
  • Regency Centers made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #307 holding.
  • CBIZ Investment Advisory Services first reported a position in Regency Centers in Q3 2025 and has held it in 3 quarters since.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.