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Crewe Advisors’s Regency Centers REG Stock Holding History

Crewe Advisors’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
2025
Q3 		– Sell
-5
Closed -$357 – 1040
2025
Q2 		$357 Hold
5
– – ﹤0.01% 678
2025
Q1 		$369 Hold
5
– – ﹤0.01% 649
2024
Q4 		$370 Sell
5
-65
-93% -$4.75K ﹤0.01% 589
2024
Q3 		$5.06K Buy
70
+2
+3% +$138 ﹤0.01% 582
2024
Q2 		$4.23K Hold
68
– – ﹤0.01% 825
2024
Q1 		$4.12K Buy
+68
New +$4.21K ﹤0.01% 769
2023
Q4 		– Sell
-10
Closed -$595 – 638
2023
Q3 		$595 Buy
10
+3
+43% +$189 ﹤0.01% 383
2023
Q2 		$433 Buy
+7
New +$417 ﹤0.01% 642

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Crewe Advisors's REG Position: Q3 2025 in Review

Crewe Advisors sold out of Regency Centers (REG) in Q3 2025, closing a stake of 5 shares — an estimated $357 sold.

Crewe Advisors first reported a position in REG in Q2 2023 and held it in 8 quarters. The position peaked at $5.06K in Q3 2024. 522 funds tracked by Wall St. Rank hold REG as of Q3 2025.

  • Crewe Advisors reported no remaining Regency Centers position as of Q3 2025 after selling out during the quarter.
  • Crewe Advisors sold 5 Regency Centers shares in Q3 2025, an estimated $357.
  • Crewe Advisors first reported a position in Regency Centers in Q2 2023 and held it in 8 quarters.
  • Crewe Advisors's Regency Centers position peaked at $5.06K in Q3 2024.
  • 522 funds tracked by Wall St. Rank held Regency Centers as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.