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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Comprehensive Money Management Services's REG Position: Q1 2026 in Review

Comprehensive Money Management Services reduced its Regency Centers (REG) stake by 1.8% in Q1 2026, selling an estimated $5.29K and leaving 3,948 shares worth $299K. The position accounts for 0.2% of the portfolio, ranked #156.

Comprehensive Money Management Services first reported a position in REG in Q4 2024 and has held it in 6 quarters since. The position peaked at $345K in Q4 2024. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

Comprehensive Money Management Services held 3,948 shares of Regency Centers worth $299K as of Q1 2026.
Comprehensive Money Management Services sold 71 Regency Centers shares in Q1 2026, an estimated $5.29K.
Regency Centers made up 0.2% of Comprehensive Money Management Services's portfolio in Q1 2026, its #156 holding.
Comprehensive Money Management Services first reported a position in Regency Centers in Q4 2024 and has held it in 6 quarters since.
Comprehensive Money Management Services's Regency Centers position peaked at $345K in Q4 2024.
584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.