DWS
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Dynamic Wealth Strategies’s Regency Centers REG Stock Holding History

Dynamic Wealth Strategies’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 		$16K Hold
201
– – 0.01% 213
2026
Q1 		$15.2K Sell
201
-84
-29% -$6.26K 0.01% 208
2025
Q4 		$19.7K Hold
285
– – 0.01% 183
2025
Q3 		$20.8K Hold
285
– – 0.01% 173
2025
Q2 		$20.3K Sell
285
-261
-48% -$18.7K 0.01% 163
2025
Q1 		$40.3K Buy
+546
New +$39.7K 0.03% 134
2024
Q4 		– Sell
-546
Closed -$39K – 192
2024
Q3 		$39K Buy
546
+284
+108% +$19.7K 0.03% 142
2024
Q2 		$16K Hold
262
– – 0.01% 170
2024
Q1 		$16K Sell
262
-73
-22% -$4.52K 0.01% 176
2023
Q4 		$22.4K Buy
+335
New +$20.7K 0.02% 156

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

Dynamic Wealth Strategies's REG Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Regency Centers (REG) position steady in Q2 2026 at 201 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #213.

Dynamic Wealth Strategies first reported a position in REG in Q4 2023 and has held it in 10 quarters since. The position peaked at $40.3K in Q1 2025. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Dynamic Wealth Strategies held 201 shares of Regency Centers worth $16K as of Q2 2026.
  • Dynamic Wealth Strategies left its Regency Centers share count unchanged in Q2 2026.
  • Regency Centers made up 0.01% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #213 holding.
  • Dynamic Wealth Strategies first reported a position in Regency Centers in Q4 2023 and has held it in 10 quarters since.
  • Dynamic Wealth Strategies's Regency Centers position peaked at $40.3K in Q1 2025.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.