DLCIG
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D.L. Carlson Investment Group’s Regency Centers REG Stock Holding History

D.L. Carlson Investment 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
Q1 		$2.05M Buy
27,084
+253
+0.9% +$18.9K 0.35% 73
2025
Q4 		$1.85M Sell
26,831
-792
-3% -$55.5K 0.31% 74
2025
Q3 		$2.01M Buy
27,623
+240
+0.9% +$17.1K 0.34% 75
2025
Q2 		$1.95M Buy
+27,383
New +$1.96M 0.36% 72

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

D.L. Carlson Investment Group's REG Position: Q1 2026 in Review

D.L. Carlson Investment Group increased its Regency Centers (REG) stake by 0.94% in Q1 2026, buying an estimated $18.9K and bringing the position to 27,084 shares worth $2.05M. The position accounts for 0.35% of the portfolio, ranked #73.

D.L. Carlson Investment Group first reported a position in REG in Q2 2025 and has held it in 4 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • D.L. Carlson Investment Group held 27,084 shares of Regency Centers worth $2.05M as of Q1 2026.
  • D.L. Carlson Investment Group bought 253 Regency Centers shares in Q1 2026, an estimated $18.9K.
  • Regency Centers made up 0.35% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #73 holding.
  • D.L. Carlson Investment Group first reported a position in Regency Centers in Q2 2025 and has held it in 4 quarters since.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.