Creative Planning
REG icon

Creative Planning’s Regency Centers REG Stock Holding History

Creative Planning’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 		$11.7M Buy
155,192
+90,737
+141% +$6.76M 0.01% 620
2025
Q4 		$4.45M Buy
64,455
+26,539
+70% +$1.86M ﹤0.01% 1086
2025
Q3 		$2.76M Buy
37,916
+22,893
+152% +$1.63M ﹤0.01% 1287
2025
Q2 		$1.07M Buy
15,023
+332
+2% +$23.7K ﹤0.01% 1799
2025
Q1 		$1.08M Sell
14,691
-2,871
-16% -$209K ﹤0.01% 1656
2024
Q4 		$1.3M Buy
17,562
+4,286
+32% +$314K ﹤0.01% 1451
2024
Q3 		$959K Buy
13,276
+816
+7% +$56.5K ﹤0.01% 1542
2024
Q2 		$775K Buy
12,460
+597
+5% +$35.8K ﹤0.01% 1604
2024
Q1 		$718K Buy
11,863
+2,724
+30% +$169K ﹤0.01% 1580
2023
Q4 		$612K Buy
9,139
+356
+4% +$22K ﹤0.01% 1561
2023
Q3 		$522K Buy
8,783
+1,411
+19% +$89.1K ﹤0.01% 1541
2023
Q2 		$455K Buy
7,372
+684
+10% +$40.7K ﹤0.01% 1616
2023
Q1 		$409K Buy
6,688
+294
+5% +$18.5K ﹤0.01% 1606
2022
Q4 		$400K Buy
+6,394
New +$393K ﹤0.01% 1545
2017
Q3 		– Sell
-489
Closed -$31K – 3311
2017
Q2 		$31K Buy
489
+270
+123% +$17.1K ﹤0.01% 2864
2017
Q1 		$15K Buy
219
+165
+306% +$11.3K ﹤0.01% 3340
2016
Q4 		$4K Buy
54
+15
+38% +$1.04K ﹤0.01% 4060
2016
Q3 		$3K Sell
39
-7
-15% -$566 ﹤0.01% 4122
2016
Q2 		$4K Buy
46
+18
+64% +$1.39K ﹤0.01% 3768
2016
Q1 		$2K Sell
28
-1
-3% -$71 ﹤0.01% 3979
2015
Q4 		$2K Buy
+29
New +$1.93K ﹤0.01% 4060

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

Creative Planning's REG Position: Q1 2026 in Review

Creative Planning increased its Regency Centers (REG) stake by 141% in Q1 2026, buying an estimated $6.76M and bringing the position to 155,192 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #620.

Creative Planning first reported a position in REG in Q4 2015 and has held it in 21 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Creative Planning held 155,192 shares of Regency Centers worth $11.7M as of Q1 2026.
  • Creative Planning bought 90,737 Regency Centers shares in Q1 2026, an estimated $6.76M.
  • Regency Centers made up 0.01% of Creative Planning's portfolio in Q1 2026, its #620 holding.
  • Creative Planning first reported a position in Regency Centers in Q4 2015 and has held it in 21 quarters since.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.