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Cornerstone Financial Management’s Regency Centers REG Stock Holding History

Cornerstone Financial 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 		$718 Hold
9
– – ﹤0.01% 1206
2026
Q1 		$681 Hold
9
– – ﹤0.01% 1072
2025
Q4 		$621 Buy
+9
New +$631 ﹤0.01% 1081

Other funds holding REG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cornerstone Financial Management's REG Position: Q2 2026 in Review

Cornerstone Financial Management held its Regency Centers (REG) position steady in Q2 2026 at 9 shares worth $718. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Cornerstone Financial Management first reported a position in REG in Q4 2025 and has held it in 3 quarters since. 611 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Cornerstone Financial Management held 9 shares of Regency Centers worth $718 as of Q2 2026.
  • Cornerstone Financial Management left its Regency Centers share count unchanged in Q2 2026.
  • Regency Centers made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1206 holding.
  • Cornerstone Financial Management first reported a position in Regency Centers in Q4 2025 and has held it in 3 quarters since.
  • 611 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.