CFO
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CVA Family Office’s Regency Centers REG Stock Holding History

CVA Family Office’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
Q1 		$17.4K Buy
230
+32
+16% +$2.38K ﹤0.01% 839
2025
Q4 		$13.7K Buy
198
+13
+7% +$911 ﹤0.01% 757
2025
Q3 		$13.5K Sell
185
-45
-20% -$3.21K ﹤0.01% 762
2025
Q2 		$16.4K Buy
230
+45
+24% +$3.22K ﹤0.01% 728
2025
Q1 		$13.6K Hold
185
– – ﹤0.01% 749
2024
Q4 		$13.7K Hold
185
– – ﹤0.01% 741
2024
Q3 		$13.4K Hold
185
– – ﹤0.01% 719
2024
Q2 		$11.5K Sell
185
-220
-54% -$13.2K ﹤0.01% 720
2024
Q1 		$24.5K Hold
405
– – ﹤0.01% 605
2023
Q4 		$27.1K Buy
+405
New +$25K 0.01% 574
2023
Q3 		– Sell
-200
Closed -$12.4K – 784
2023
Q2 		$12.4K Buy
200
+5
+3% +$298 ﹤0.01% 692
2023
Q1 		$11.9K Sell
195
-295
-60% -$18.6K ﹤0.01% 666
2022
Q4 		$30.6K Sell
490
-10
-2% -$614 0.01% 490
2022
Q3 		$27K Buy
500
+45
+10% +$2.75K 0.01% 478
2022
Q2 		$27K Buy
455
+225
+98% +$14.9K 0.01% 484
2022
Q1 		$16K Hold
230
– – ﹤0.01% 612
2021
Q4 		$17K Buy
+230
New +$16.6K ﹤0.01% 553
2021
Q3 		– Sell
-230
Closed -$15K – 768
2021
Q2 		$15K Hold
230
– – ﹤0.01% 584
2021
Q1 		$13K Buy
+230
New +$12K ﹤0.01% 490

Other funds holding REG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CVA Family Office's REG Position: Q1 2026 in Review

CVA Family Office increased its Regency Centers (REG) stake by 16% in Q1 2026, buying an estimated $2.38K and bringing the position to 230 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

CVA Family Office first reported a position in REG in Q1 2021 and has held it in 19 quarters since. The position peaked at $30.6K in Q4 2022. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • CVA Family Office held 230 shares of Regency Centers worth $17.4K as of Q1 2026.
  • CVA Family Office bought 32 Regency Centers shares in Q1 2026, an estimated $2.38K.
  • Regency Centers made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #839 holding.
  • CVA Family Office first reported a position in Regency Centers in Q1 2021 and has held it in 19 quarters since.
  • CVA Family Office's Regency Centers position peaked at $30.6K in Q4 2022.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.