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
Q2 		$19.2M Buy
240,563
+85,371
+55% +$6.71M 0.01% 524
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 $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

Creative Planning's REG Position: Q2 2026 in Review

Creative Planning increased its Regency Centers (REG) stake by 55% in Q2 2026, buying an estimated $6.71M and bringing the position to 240,563 shares worth $19.2M. The position accounts for 0.01% of the portfolio, ranked #524.

Creative Planning first reported a position in REG in Q4 2015 and has held it in 22 quarters since. 612 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Creative Planning held 240,563 shares of Regency Centers worth $19.2M as of Q2 2026.
  • Creative Planning bought 85,371 Regency Centers shares in Q2 2026, an estimated $6.71M.
  • Regency Centers made up 0.01% of Creative Planning's portfolio in Q2 2026, its #524 holding.
  • Creative Planning first reported a position in Regency Centers in Q4 2015 and has held it in 22 quarters since.
  • 612 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.