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Crestwood Advisors Group’s Regency Centers REG Stock Holding History

Crestwood Advisors 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 		$406K Buy
5,092
+1,640
+48% +$129K 0.01% 564
2026
Q1 		$261K Buy
3,452
+461
+15% +$34.4K ﹤0.01% 643
2025
Q4 		$206K Buy
+2,991
New +$210K ﹤0.01% 659

Other funds holding REG

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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

Crestwood Advisors Group's REG Position: Q2 2026 in Review

Crestwood Advisors Group increased its Regency Centers (REG) stake by 48% in Q2 2026, buying an estimated $129K and bringing the position to 5,092 shares worth $406K. The position accounts for 0.01% of the portfolio, ranked #564.

Crestwood Advisors Group first reported a position in REG in Q4 2025 and has held it in 3 quarters since. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Crestwood Advisors Group held 5,092 shares of Regency Centers worth $406K as of Q2 2026.
  • Crestwood Advisors Group bought 1,640 Regency Centers shares in Q2 2026, an estimated $129K.
  • Regency Centers made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #564 holding.
  • Crestwood Advisors Group first reported a position in Regency Centers in Q4 2025 and has held it in 3 quarters since.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.