Empirical Wealth Management’s Regency Centers REG Stock Holding History

Empirical 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	$786K	Buy	9,852 +3,940	+67%	+$309K	0.01%	475
2026 Q1	$447K	Buy	5,912 +2,305	+64%	+$172K	0.01%	617
2025 Q4	$249K	Buy	+3,607	New	+$253K	﹤0.01%	769

Other funds holding REG

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Empirical Wealth Management increased its Regency Centers (REG) stake by 67% in Q2 2026, buying an estimated $309K and bringing the position to 9,852 shares worth $786K. The position accounts for 0.01% of the portfolio, ranked #475.

Empirical Wealth Management first reported a position in REG in Q4 2025 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Empirical Wealth Management held 9,852 shares of Regency Centers worth $786K as of Q2 2026.
Empirical Wealth Management bought 3,940 Regency Centers shares in Q2 2026, an estimated $309K.
Regency Centers made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #475 holding.
Empirical Wealth Management first reported a position in Regency Centers in Q4 2025 and has held it in 3 quarters since.
157 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.