Clearstead Trust’s Regency Centers REG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$23.2K Buy
291
+202
+227% +$15.9K ﹤0.01% 436
2026
Q1
$6.73K Buy
89
+70
+368% +$5.22K ﹤0.01% 686
2025
Q4
$1.31K Sell
19
-164
-90% -$11.5K ﹤0.01% 930
2025
Q3
$13.3K Buy
183
+133
+266% +$9.49K ﹤0.01% 527
2025
Q2
$3.56K Buy
+50
New +$3.57K ﹤0.01% 818

Other funds holding REG

Clearstead Trust's REG Position: Q2 2026 in Review

Clearstead Trust increased its Regency Centers (REG) stake by 227% in Q2 2026, buying an estimated $15.9K and bringing the position to 291 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Clearstead Trust first reported a position in REG in Q2 2025 and has held it in 5 quarters since. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Clearstead Trust held 291 shares of Regency Centers worth $23.2K as of Q2 2026.
  • Clearstead Trust bought 202 Regency Centers shares in Q2 2026, an estimated $15.9K.
  • Regency Centers made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #436 holding.
  • Clearstead Trust first reported a position in Regency Centers in Q2 2025 and has held it in 5 quarters since.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

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