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
Q2 		$2.19M Buy
27,407
+323
+1% +$25.4K 0.35% 73
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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

D.L. Carlson Investment Group's REG Position: Q2 2026 in Review

D.L. Carlson Investment Group increased its Regency Centers (REG) stake by 1.2% in Q2 2026, buying an estimated $25.4K and bringing the position to 27,407 shares worth $2.19M. 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 5 quarters since. 612 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • D.L. Carlson Investment Group held 27,407 shares of Regency Centers worth $2.19M as of Q2 2026.
  • D.L. Carlson Investment Group bought 323 Regency Centers shares in Q2 2026, an estimated $25.4K.
  • Regency Centers made up 0.35% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #73 holding.
  • D.L. Carlson Investment Group first reported a position in Regency Centers in Q2 2025 and has held it in 5 quarters since.
  • 612 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.