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Essential Partners’s Regency Centers REG Stock Holding History

Essential 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 		$85.5K Buy
1,189
+197
+20% +$15.2K 0.04% 465
2026
Q2 		$79.1K Hold
992
– – 0.04% 482
2026
Q1 		$75.1K Sell
992
-505
-34% -$37.6K 0.03% 491
2025
Q4 		$103K Buy
1,497
+636
+74% +$44.6K 0.03% 438
2025
Q3 		$62.8K Buy
+861
New +$61.4K 0.02% 543

Other funds holding REG

Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Essential Partners's REG Position: Q3 2026 in Review

Essential Partners increased its Regency Centers (REG) stake by 20% in Q3 2026, buying an estimated $15.2K and bringing the position to 1,189 shares worth $85.5K. The position accounts for 0.04% of the portfolio, ranked #465.

Essential Partners first reported a position in REG in Q3 2025 and has held it in 5 quarters since. The position peaked at $103K in Q4 2025. 65 funds tracked by Wall St. Rank hold REG as of Q3 2026.

  • Essential Partners held 1,189 shares of Regency Centers worth $85.5K as of Q3 2026.
  • Essential Partners bought 197 Regency Centers shares in Q3 2026, an estimated $15.2K.
  • Regency Centers made up 0.04% of Essential Partners's portfolio in Q3 2026, its #465 holding.
  • Essential Partners first reported a position in Regency Centers in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Regency Centers position peaked at $103K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Regency Centers as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.