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Edgestream Partners’s Regency Centers REG Stock Holding History

Edgestream Partners’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 		$5.98M Buy
+75,038
New +$5.89M 0.18% 192
2024
Q2 		– Sell
-9,510
Closed -$576K – 1003
2024
Q1 		$576K Sell
9,510
-55,819
-85% -$3.46M 0.03% 612
2023
Q4 		$4.38M Buy
+65,329
New +$4.04M 0.32% 47
2023
Q2 		– Sell
-9,124
Closed -$558K – 880
2023
Q1 		$558K Buy
9,124
+2,584
+40% +$163K 0.06% 389
2022
Q4 		$409K Buy
+6,540
New +$402K 0.05% 394
2022
Q3 		– Sell
-11,886
Closed -$705K – 581
2022
Q2 		$705K Buy
11,886
+8,918
+300% +$591K 0.06% 372
2022
Q1 		$212K Sell
2,968
-8,151
-73% -$570K 0.02% 513
2021
Q4 		$838K Buy
+11,119
New +$802K 0.05% 333

Other funds holding REG

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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

Edgestream Partners's REG Position: Q2 2026 in Review

Edgestream Partners opened a new position in Regency Centers (REG) in Q2 2026: 75,038 shares worth $5.98M. The stake represents 0.18% of the portfolio and ranks #192 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in REG as recently as Q1 2024.

Edgestream Partners first reported a position in REG in Q4 2021 and has held it in 8 quarters since. 612 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Edgestream Partners held 75,038 shares of Regency Centers worth $5.98M as of Q2 2026.
  • Regency Centers was a new Edgestream Partners position in Q2 2026.
  • Regency Centers made up 0.18% of Edgestream Partners's portfolio in Q2 2026, its #192 holding.
  • Edgestream Partners first reported a position in Regency Centers in Q4 2021 and has held it in 8 quarters since.
  • 612 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.