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Curi RMB Capital’s Regency Centers REG Stock Holding History

Curi RMB Capital’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 		$364K Sell
4,520
-10
-0.2% -$785 0.01% 698
2026
Q1 		$346K Sell
4,530
-1,726
-28% -$129K 0.01% 695
2025
Q4 		$437K Buy
+6,256
New +$439K 0.01% 650

Other funds holding REG

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Curi RMB Capital's REG Position: Q2 2026 in Review

Curi RMB Capital reduced its Regency Centers (REG) stake by 0.22% in Q2 2026, selling an estimated $785 and leaving 4,520 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #698.

Curi RMB Capital first reported a position in REG in Q4 2025 and has held it in 3 quarters since. The position peaked at $437K in Q4 2025. 612 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Curi RMB Capital held 4,520 shares of Regency Centers worth $364K as of Q2 2026.
  • Curi RMB Capital sold 10 Regency Centers shares in Q2 2026, an estimated $785.
  • Regency Centers made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #698 holding.
  • Curi RMB Capital first reported a position in Regency Centers in Q4 2025 and has held it in 3 quarters since.
  • Curi RMB Capital's Regency Centers position peaked at $437K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.