Envestnet Portfolio Solutions’s Regency Centers REG Stock Holding History

Envestnet Portfolio Solutions’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	$276K	Buy	3,460 +427	+14%	+$33.5K	﹤0.01%	1225
2026 Q1	$229K	Sell	3,033 -1,583	-34%	-$118K	﹤0.01%	1224
2025 Q4	$319K	Buy	4,616 +589	+15%	+$41.3K	﹤0.01%	1249
2025 Q3	$294K	Buy	4,027 +438	+12%	+$31.2K	﹤0.01%	1254
2025 Q2	$256K	Buy	3,589 +463	+15%	+$33.1K	﹤0.01%	1405
2025 Q1	$231K	Sell	3,126 -269	-8%	-$19.6K	﹤0.01%	1421
2024 Q4	$251K	Buy	3,395 +244	+8%	+$17.9K	﹤0.01%	1581
2024 Q3	$228K	Buy	+3,151	New	+$218K	﹤0.01%	1578
2024 Q1	–	Sell	-3,532	Closed	-$237K	–	1644
2023 Q4	$237K	Buy	+3,532	New	+$218K	﹤0.01%	1419

Other funds holding REG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Portfolio Solutions's REG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Regency Centers (REG) stake by 14% in Q2 2026, buying an estimated $33.5K and bringing the position to 3,460 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Envestnet Portfolio Solutions first reported a position in REG in Q4 2023 and has held it in 9 quarters since. The position peaked at $319K in Q4 2025. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Envestnet Portfolio Solutions held 3,460 shares of Regency Centers worth $276K as of Q2 2026.
Envestnet Portfolio Solutions bought 427 Regency Centers shares in Q2 2026, an estimated $33.5K.
Regency Centers made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1225 holding.
Envestnet Portfolio Solutions first reported a position in Regency Centers in Q4 2023 and has held it in 9 quarters since.
Envestnet Portfolio Solutions's Regency Centers position peaked at $319K in Q4 2025.
606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.