Cerity Partners
REG icon

Cerity Partners’s Regency Centers REG Stock Holding History

Cerity Partners’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 		$2.72M Sell
34,152
-6,489
-16% -$510K ﹤0.01% 1407
2026
Q1 		$3.07M Sell
40,641
-5,703
-12% -$425K ﹤0.01% 1243
2025
Q4 		$3.2M Buy
46,344
+34,719
+299% +$2.43M ﹤0.01% 1141
2025
Q3 		$847K Buy
+11,625
New +$829K ﹤0.01% 1676
2025
Q2 		– Sell
-8,915
Closed -$658K – 2735
2025
Q1 		$658K Buy
8,915
+708
+9% +$51.5K ﹤0.01% 1622
2024
Q4 		$597K Sell
8,207
-1,515
-16% -$111K ﹤0.01% 1665
2024
Q3 		$702K Buy
9,722
+3,074
+46% +$213K ﹤0.01% 1596
2024
Q2 		$413K Sell
6,648
-725
-10% -$43.5K ﹤0.01% 1638
2024
Q1 		$447K Buy
+7,373
New +$457K ﹤0.01% 1652

Other funds holding REG

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Vanguard Portfolio Management
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State Street
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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

Cerity Partners's REG Position: Q2 2026 in Review

Cerity Partners reduced its Regency Centers (REG) stake by 16% in Q2 2026, selling an estimated $510K and leaving 34,152 shares worth $2.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Cerity Partners first reported a position in REG in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.2M in Q4 2025. 565 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Cerity Partners held 34,152 shares of Regency Centers worth $2.72M as of Q2 2026.
  • Cerity Partners sold 6,489 Regency Centers shares in Q2 2026, an estimated $510K.
  • Regency Centers made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1407 holding.
  • Cerity Partners first reported a position in Regency Centers in Q1 2024 and has held it in 9 quarters since.
  • Cerity Partners's Regency Centers position peaked at $3.2M in Q4 2025.
  • 565 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.