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Cornerstone Planning Group’s Regency Centers REG Stock Holding History

Cornerstone Planning Group’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 		$4.47K Buy
54
+4
+8% +$314 ﹤0.01% 1113
2026
Q1 		$3.93K Buy
50
+5
+11% +$373 ﹤0.01% 1148
2025
Q4 		$3.2K Buy
45
+30
+200% +$2.1K ﹤0.01% 1089
2025
Q3 		$9.81K Sell
15
-5
-25% -$357 ﹤0.01% 787
2025
Q2 		$1.49K Sell
20
-10
-33% -$715 ﹤0.01% 1018
2025
Q1 		$2.16K Buy
+30
New +$2.18K ﹤0.01% 963
2024
Q1 		– Sell
-6
Closed -$402 – 1179
2023
Q4 		$402 Hold
6
– – ﹤0.01% 800
2023
Q3 		$357 Buy
+6
New +$379 ﹤0.01% 950

Other funds holding REG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cornerstone Planning Group's REG Position: Q2 2026 in Review

Cornerstone Planning Group increased its Regency Centers (REG) stake by 8% in Q2 2026, buying an estimated $314 and bringing the position to 54 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Cornerstone Planning Group first reported a position in REG in Q3 2023 and has held it in 8 quarters since. The position peaked at $9.81K in Q3 2025. 304 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Cornerstone Planning Group held 54 shares of Regency Centers worth $4.47K as of Q2 2026.
  • Cornerstone Planning Group bought 4 Regency Centers shares in Q2 2026, an estimated $314.
  • Regency Centers made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1113 holding.
  • Cornerstone Planning Group first reported a position in Regency Centers in Q3 2023 and has held it in 8 quarters since.
  • Cornerstone Planning Group's Regency Centers position peaked at $9.81K in Q3 2025.
  • 304 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.