Corient Private Wealth
REG icon

Corient Private Wealth’s Regency Centers REG Stock Holding History

Corient Private Wealth’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 		$5.03M Sell
66,679
-33,152
-33% -$2.47M 0.01% 837
2025
Q4 		$2.26M Buy
99,831
+92,044
+1,182% +$6.45M ﹤0.01% 1471
2025
Q3 		$568K Buy
7,787
+1,200
+18% +$85.6K ﹤0.01% 1724
2025
Q2 		$469K Buy
6,587
+213
+3% +$15.2K ﹤0.01% 1736
2025
Q1 		$471K Buy
6,374
+1,223
+24% +$89K ﹤0.01% 1626
2024
Q4 		$381K Sell
5,151
-728
-12% -$53.3K ﹤0.01% 1768
2024
Q3 		$425K Buy
5,879
+2,299
+64% +$159K ﹤0.01% 1831
2024
Q2 		$223K Buy
+3,580
New +$215K ﹤0.01% 2072
2024
Q1 		– Sell
-9,703
Closed -$650K – 2350
2023
Q4 		$650K Sell
9,703
-334
-3% -$20.7K ﹤0.01% 1475
2023
Q3 		$597K Buy
+10,037
New +$634K ﹤0.01% 1390
2023
Q2 		– Sell
-4,770
Closed -$292K – 2150
2023
Q1 		$292K Buy
+4,770
New +$300K ﹤0.01% 1627

Other funds holding REG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Corient Private Wealth's REG Position: Q1 2026 in Review

Corient Private Wealth reduced its Regency Centers (REG) stake by 33% in Q1 2026, selling an estimated $2.47M and leaving 66,679 shares worth $5.03M. The position accounts for 0.01% of the portfolio, ranked #837.

Corient Private Wealth first reported a position in REG in Q1 2023 and has held it in 11 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Corient Private Wealth held 66,679 shares of Regency Centers worth $5.03M as of Q1 2026.
  • Corient Private Wealth sold 33,152 Regency Centers shares in Q1 2026, an estimated $2.47M.
  • Regency Centers made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #837 holding.
  • Corient Private Wealth first reported a position in Regency Centers in Q1 2023 and has held it in 11 quarters since.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.