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Clearstead Advisors’s Regency Centers REG Stock Holding History

Clearstead Advisors’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 		$58.1K Buy
729
+295
+68% +$23.2K ﹤0.01% 1453
2026
Q1 		$32.8K Sell
434
-343
-44% -$25.6K ﹤0.01% 1356
2025
Q4 		$53.6K Buy
777
+349
+82% +$24.5K ﹤0.01% 1380
2025
Q3 		$31.2K Buy
428
+13
+3% +$927 ﹤0.01% 1447
2025
Q2 		$29.6K Buy
415
+106
+34% +$7.58K ﹤0.01% 1464
2025
Q1 		$22.8K Buy
309
+41
+15% +$2.98K ﹤0.01% 1393
2024
Q4 		$19.8K Hold
268
– – ﹤0.01% 1392
2024
Q3 		$19.4K Hold
268
– – ﹤0.01% 1426
2024
Q2 		$16.7K Hold
268
– – ﹤0.01% 1429
2024
Q1 		$16K Sell
268
-12
-4% -$743 ﹤0.01% 976
2023
Q4 		$18.8K Sell
280
-640
-70% -$39.6K ﹤0.01% 957
2023
Q3 		$54.7K Buy
920
+400
+77% +$25.3K ﹤0.01% 870
2023
Q2 		$32.1K Buy
520
+252
+94% +$15K ﹤0.01% 818
2023
Q1 		$16.4K Sell
268
-135
-33% -$8.49K ﹤0.01% 878
2022
Q4 		$25.2K Buy
403
+135
+50% +$8.29K ﹤0.01% 758
2022
Q3 		$14K Sell
268
-62
-19% -$3.79K ﹤0.01% 835
2022
Q2 		$20K Buy
330
+62
+23% +$4.11K ﹤0.01% 802
2022
Q1 		$19K Hold
268
– – ﹤0.01% 883
2021
Q4 		$20K Hold
268
– – ﹤0.01% 834
2021
Q3 		$18K Hold
268
– – ﹤0.01% 851
2021
Q2 		$17K Hold
268
– – ﹤0.01% 727
2021
Q1 		$15K Hold
268
– – ﹤0.01% 725
2020
Q4 		$12K Hold
268
– – ﹤0.01% 698
2020
Q3 		$10K Buy
+268
New +$11K ﹤0.01% 666
2017
Q4 		– Sell
-18,392
Closed -$1.14M – 249
2017
Q3 		$1.14M Buy
+18,392
New +$1.18M 0.15% 111

Other funds holding REG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Clearstead Advisors's REG Position: Q2 2026 in Review

Clearstead Advisors increased its Regency Centers (REG) stake by 68% in Q2 2026, buying an estimated $23.2K and bringing the position to 729 shares worth $58.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Clearstead Advisors first reported a position in REG in Q3 2017 and has held it in 25 quarters since. The position peaked at $1.14M in Q3 2017. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Clearstead Advisors held 729 shares of Regency Centers worth $58.1K as of Q2 2026.
  • Clearstead Advisors bought 295 Regency Centers shares in Q2 2026, an estimated $23.2K.
  • Regency Centers made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1453 holding.
  • Clearstead Advisors first reported a position in Regency Centers in Q3 2017 and has held it in 25 quarters since.
  • Clearstead Advisors's Regency Centers position peaked at $1.14M in Q3 2017.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.