Comprehensive Money Management Services’s Regency Centers REG Stock Holding History

Comprehensive Money Management Services’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	$315K	Hold	3,948	–	–	0.2%	150
2026 Q1	$299K	Sell	3,948 -71	-2%	-$5.29K	0.2%	156
2025 Q4	$277K	Hold	4,019	–	–	0.19%	155
2025 Q3	$293K	Sell	4,019 -127	-3%	-$9.06K	0.21%	151
2025 Q2	$295K	Sell	4,146 -169	-4%	-$12.1K	0.22%	140
2025 Q1	$318K	Sell	4,315 -347	-7%	-$25.3K	0.26%	129
2024 Q4	$345K	Buy	+4,662	New	+$341K	0.28%	114

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

Comprehensive Money Management Services's REG Position: Q2 2026 in Review

Comprehensive Money Management Services held its Regency Centers (REG) position steady in Q2 2026 at 3,948 shares worth $315K. The position accounts for 0.2% of the portfolio, ranked #150.

Comprehensive Money Management Services first reported a position in REG in Q4 2024 and has held it in 7 quarters since. The position peaked at $345K in Q4 2024. 612 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Comprehensive Money Management Services held 3,948 shares of Regency Centers worth $315K as of Q2 2026.
Comprehensive Money Management Services left its Regency Centers share count unchanged in Q2 2026.
Regency Centers made up 0.2% of Comprehensive Money Management Services's portfolio in Q2 2026, its #150 holding.
Comprehensive Money Management Services first reported a position in Regency Centers in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's Regency Centers position peaked at $345K in Q4 2024.
612 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.