Empirical Wealth Management
REG icon

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
Q3 		$1.08M Buy
15,086
+5,234
+53% +$405K 0.01% 464
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Empirical Wealth Management's REG Position: Q3 2026 in Review

Empirical Wealth Management increased its Regency Centers (REG) stake by 53% in Q3 2026, buying an estimated $405K and bringing the position to 15,086 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #464.

Empirical Wealth Management first reported a position in REG in Q4 2025 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold REG as of Q3 2026.

  • Empirical Wealth Management held 15,086 shares of Regency Centers worth $1.08M as of Q3 2026.
  • Empirical Wealth Management bought 5,234 Regency Centers shares in Q3 2026, an estimated $405K.
  • Regency Centers made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #464 holding.
  • Empirical Wealth Management first reported a position in Regency Centers in Q4 2025 and has held it in 4 quarters since.
  • 275 funds tracked by Wall St. Rank held Regency Centers as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.