Clark Wealth Partners’s Regency Centers REG Stock Holding History

Clark Wealth 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	$798	Hold	10	–	–	﹤0.01%	506
2026 Q1	$757	Buy	10 +2	+25%	+$149	﹤0.01%	548
2025 Q4	$552	Hold	8	–	–	﹤0.01%	525
2025 Q3	$552	Hold	8	–	–	﹤0.01%	525
2025 Q2	$570	Sell	8 -1	-11%	-$71	﹤0.01%	472
2025 Q1	$664	Hold	9	–	–	﹤0.01%	477
2024 Q4	$665	Buy	+9	New	+$658	﹤0.01%	476

Other funds holding REG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clark Wealth Partners's REG Position: Q2 2026 in Review

Clark Wealth Partners held its Regency Centers (REG) position steady in Q2 2026 at 10 shares worth $798. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Clark Wealth Partners first reported a position in REG in Q4 2024 and has held it in 7 quarters since. 565 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Clark Wealth Partners held 10 shares of Regency Centers worth $798 as of Q2 2026.
Clark Wealth Partners left its Regency Centers share count unchanged in Q2 2026.
Regency Centers made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #506 holding.
Clark Wealth Partners first reported a position in Regency Centers in Q4 2024 and has held it in 7 quarters since.
565 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.