Elevation Wealth Partners
REG icon

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
Q3 		$38.7K Buy
539
+58
+12% +$4.48K 0.01% 462
2026
Q2 		$38.4K Buy
481
+406
+541% +$31.9K 0.01% 378
2026
Q1 		$5.68K 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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Elevation Wealth Partners's REG Position: Q3 2026 in Review

Elevation Wealth Partners increased its Regency Centers (REG) stake by 12% in Q3 2026, buying an estimated $4.48K and bringing the position to 539 shares worth $38.7K. The position accounts for 0.01% of the portfolio, ranked #462.

Elevation Wealth Partners first reported a position in REG in Q4 2024 and has held it in 8 quarters since. 234 funds tracked by Wall St. Rank hold REG as of Q3 2026.

  • Elevation Wealth Partners held 539 shares of Regency Centers worth $38.7K as of Q3 2026.
  • Elevation Wealth Partners bought 58 Regency Centers shares in Q3 2026, an estimated $4.48K.
  • Regency Centers made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #462 holding.
  • Elevation Wealth Partners first reported a position in Regency Centers in Q4 2024 and has held it in 8 quarters since.
  • 234 funds tracked by Wall St. Rank held Regency Centers as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.