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Cromwell Holdings’s Regency Centers REG Stock Holding History

Cromwell Holdings’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
Q3 		$42.7K Hold
588
– – 0.02% 508
2026
Q2 		$47.3K Buy
588
+25
+4% +$1.96K 0.02% 494
2026
Q1 		$43K Buy
563
+10
+2% +$745 0.02% 491
2025
Q4 		$38.6K Hold
553
– – 0.02% 504
2025
Q3 		$40.7K Hold
553
– – 0.02% 511
2025
Q2 		$39.8K Buy
553
+15
+3% +$1.07K 0.02% 496
2025
Q1 		$40.1K Buy
538
+10
+2% +$728 0.03% 493
2024
Q4 		$39.4K Hold
528
– – 0.02% 508
2024
Q3 		$38.5K Hold
528
– – 0.02% 507
2024
Q2 		$33.2K Buy
+528
New +$31.6K 0.02% 521

Other funds holding REG

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Cromwell Holdings's REG Position: Q3 2026 in Review

Cromwell Holdings held its Regency Centers (REG) position steady in Q3 2026 at 588 shares worth $42.7K. The position accounts for 0.02% of the portfolio, ranked #508.

Cromwell Holdings first reported a position in REG in Q2 2024 and has held it in 10 quarters since. The position peaked at $47.3K in Q2 2026. 459 funds tracked by Wall St. Rank hold REG as of Q3 2026.

  • Cromwell Holdings held 588 shares of Regency Centers worth $42.7K as of Q3 2026.
  • Cromwell Holdings left its Regency Centers share count unchanged in Q3 2026.
  • Regency Centers made up 0.02% of Cromwell Holdings's portfolio in Q3 2026, its #508 holding.
  • Cromwell Holdings first reported a position in Regency Centers in Q2 2024 and has held it in 10 quarters since.
  • Cromwell Holdings's Regency Centers position peaked at $47.3K in Q2 2026.
  • 459 funds tracked by Wall St. Rank held Regency Centers as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.