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Cetera Trust Company’s Regency Centers REG Stock Holding History

Cetera Trust Company’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 		$261K Sell
3,450
-363
-10% -$27.1K 0.15% 130
2025
Q4 		$263K Buy
3,813
+75
+2% +$5.26K 0.14% 134
2025
Q3 		$273K Hold
3,738
– – 0.15% 129
2025
Q2 		$266K Buy
3,738
+100
+3% +$7.15K 0.16% 129
2025
Q1 		$268K Hold
3,638
– – 0.17% 114
2024
Q4 		$269K Sell
3,638
-87
-2% -$6.36K 0.17% 109
2024
Q3 		$269K Sell
3,725
-50
-1% -$3.46K 0.16% 124
2024
Q2 		$235K Hold
3,775
– – 0.15% 135
2024
Q1 		$229K Hold
3,775
– – 0.14% 142
2023
Q4 		$253K Buy
+3,775
New +$233K 0.16% 121

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

Cetera Trust Company's REG Position: Q1 2026 in Review

Cetera Trust Company reduced its Regency Centers (REG) stake by 9.5% in Q1 2026, selling an estimated $27.1K and leaving 3,450 shares worth $261K. The position accounts for 0.15% of the portfolio, ranked #130.

Cetera Trust Company first reported a position in REG in Q4 2023 and has held it in 10 quarters since. The position peaked at $273K in Q3 2025. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Cetera Trust Company held 3,450 shares of Regency Centers worth $261K as of Q1 2026.
  • Cetera Trust Company sold 363 Regency Centers shares in Q1 2026, an estimated $27.1K.
  • Regency Centers made up 0.15% of Cetera Trust Company's portfolio in Q1 2026, its #130 holding.
  • Cetera Trust Company first reported a position in Regency Centers in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Regency Centers position peaked at $273K in Q3 2025.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.