CPIG
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Chicago Partners Investment Group’s Regency Centers REG Stock Holding History

Chicago Partners Investment Group’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 		$871K Buy
10,727
+2,381
+29% +$187K 0.02% 722
2026
Q1 		$659K Buy
8,346
+3,038
+57% +$226K 0.01% 734
2025
Q4 		$378K Buy
5,308
+1,718
+48% +$120K 0.01% 910
2025
Q3 		$257K Buy
+3,590
New +$256K 0.01% 1031

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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

Chicago Partners Investment Group's REG Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Regency Centers (REG) stake by 29% in Q2 2026, buying an estimated $187K and bringing the position to 10,727 shares worth $871K. The position accounts for 0.02% of the portfolio, ranked #722.

Chicago Partners Investment Group first reported a position in REG in Q3 2025 and has held it in 4 quarters since. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Chicago Partners Investment Group held 10,727 shares of Regency Centers worth $871K as of Q2 2026.
  • Chicago Partners Investment Group bought 2,381 Regency Centers shares in Q2 2026, an estimated $187K.
  • Regency Centers made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #722 holding.
  • Chicago Partners Investment Group first reported a position in Regency Centers in Q3 2025 and has held it in 4 quarters since.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.