EWP
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Elevation Wealth Partners’s Regency Centers REG Stock Holding History

Elevation Wealth 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 		$38.4K Buy
481
+406
+541% +$31.9K 0.01% 378
2026
Q1 		$5.67K Sell
75
-27
-26% -$2.01K ﹤0.01% 669
2025
Q4 		$7.04K Sell
102
-9
-8% -$631 ﹤0.01% 553
2025
Q3 		$8.09K Buy
111
+36
+48% +$2.57K ﹤0.01% 409
2025
Q2 		$5.34K Hold
75
– – ﹤0.01% 400
2025
Q1 		$5.53K Hold
75
– – ﹤0.01% 397
2024
Q4 		$5.54K Buy
+75
New +$5.49K ﹤0.01% 406

Other funds holding REG

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Elevation Wealth Partners's REG Position: Q2 2026 in Review

Elevation Wealth Partners increased its Regency Centers (REG) stake by 541% in Q2 2026, buying an estimated $31.9K and bringing the position to 481 shares worth $38.4K. The position accounts for 0.01% of the portfolio, ranked #378.

Elevation Wealth Partners first reported a position in REG in Q4 2024 and has held it in 7 quarters since. 61 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Elevation Wealth Partners held 481 shares of Regency Centers worth $38.4K as of Q2 2026.
  • Elevation Wealth Partners bought 406 Regency Centers shares in Q2 2026, an estimated $31.9K.
  • Regency Centers made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #378 holding.
  • Elevation Wealth Partners first reported a position in Regency Centers in Q4 2024 and has held it in 7 quarters since.
  • 61 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.