Contravisory Investment Management’s Regency Centers REG Stock Holding History

Contravisory Investment Management’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	$82.8K	Sell	1,038 -12	-1%	-$943	0.01%	244
2026 Q1	$79.4K	Buy	+1,050	New	+$78.2K	0.02%	248
2025 Q3	–	Sell	-11,218	Closed	-$799K	–	414
2025 Q2	$799K	Buy	11,218 +3,574	+47%	+$255K	0.16%	88
2025 Q1	$564K	Sell	7,644 -23	-0.3%	-$1.67K	0.12%	121
2024 Q4	$567K	Buy	+7,667	New	+$561K	0.12%	114
2023 Q3	–	Sell	-9,036	Closed	-$558K	–	375
2023 Q2	$558K	Buy	9,036 +174	+2%	+$10.4K	0.15%	93
2023 Q1	$542K	Buy	8,862 +173	+2%	+$10.9K	0.15%	79
2022 Q4	$543K	Buy	8,689 +1,237	+17%	+$76K	0.15%	81
2022 Q3	$401K	Hold	7,452	–	–	0.13%	90
2022 Q2	$442K	Sell	7,452 -321	-4%	-$21.3K	0.14%	80
2022 Q1	$555K	Sell	7,773 -1,040	-12%	-$72.8K	0.16%	75
2021 Q4	$664K	Buy	8,813 +1,173	+15%	+$84.6K	0.18%	74
2021 Q3	$514K	Buy	7,640 +6,622	+650%	+$439K	0.16%	75
2021 Q2	$65K	Hold	1,018	–	–	0.02%	219
2021 Q1	$58K	Buy	+1,018	New	+$53K	0.02%	212
2019 Q4	–	Sell	-5,519	Closed	-$384K	–	296
2019 Q3	$384K	Sell	5,519 -50	-0.9%	-$3.33K	0.15%	81
2019 Q2	$372K	Buy	5,569 +89	+2%	+$5.98K	0.14%	86
2019 Q1	$370K	Buy	+5,480	New	+$350K	0.14%	88

Other funds holding REG

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Contravisory Investment Management's REG Position: Q2 2026 in Review

Contravisory Investment Management reduced its Regency Centers (REG) stake by 1.1% in Q2 2026, selling an estimated $943 and leaving 1,038 shares worth $82.8K. The position accounts for 0.01% of the portfolio, ranked #244.

Contravisory Investment Management first reported a position in REG in Q1 2019 and has held it in 18 quarters since. The position peaked at $799K in Q2 2025. 81 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Contravisory Investment Management held 1,038 shares of Regency Centers worth $82.8K as of Q2 2026.
Contravisory Investment Management sold 12 Regency Centers shares in Q2 2026, an estimated $943.
Regency Centers made up 0.01% of Contravisory Investment Management's portfolio in Q2 2026, its #244 holding.
Contravisory Investment Management first reported a position in Regency Centers in Q1 2019 and has held it in 18 quarters since.
Contravisory Investment Management's Regency Centers position peaked at $799K in Q2 2025.
81 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.