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Dogwood Wealth Management’s Regency Centers REG Stock Holding History

Dogwood Wealth Management’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 		$16.5K Hold
207
– – 0.01% 283
2026
Q1 		$15.7K Buy
207
+22
+12% +$1.64K 0.01% 277
2025
Q4 		$12.8K Sell
185
-131
-41% -$9.19K 0.01% 260
2025
Q3 		$23.4K Buy
316
+66
+26% +$4.71K 0.01% 173
2025
Q2 		$17.4K Buy
+250
New +$17.9K 0.01% 194

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State Street
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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

Dogwood Wealth Management's REG Position: Q2 2026 in Review

Dogwood Wealth Management held its Regency Centers (REG) position steady in Q2 2026 at 207 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #283.

Dogwood Wealth Management first reported a position in REG in Q2 2025 and has held it in 5 quarters since. The position peaked at $23.4K in Q3 2025. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Dogwood Wealth Management held 207 shares of Regency Centers worth $16.5K as of Q2 2026.
  • Dogwood Wealth Management left its Regency Centers share count unchanged in Q2 2026.
  • Regency Centers made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Dogwood Wealth Management first reported a position in Regency Centers in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Regency Centers position peaked at $23.4K in Q3 2025.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.