Evergreen Capital Management’s Regency Centers REG Stock Holding History

Evergreen Capital 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 Q1	$690K	Buy	9,118 +2,521	+38%	+$188K	0.01%	620
2025 Q4	$461K	Buy	6,597 +129	+2%	+$9.04K	0.01%	795
2025 Q3	$472K	Buy	6,468 +137	+2%	+$9.77K	0.01%	690
2025 Q2	$451K	Buy	6,331 +4	+0.1%	+$286	0.01%	605
2025 Q1	$467K	Buy	6,327 +980	+18%	+$71.3K	0.02%	537
2024 Q4	$399K	Sell	5,347 -133	-2%	-$9.73K	0.01%	596
2024 Q3	$399K	Buy	5,480 +907	+20%	+$62.8K	0.01%	597
2024 Q2	$287K	Buy	4,573 +868	+23%	+$52K	0.01%	679
2024 Q1	$227K	Sell	3,705 -139	-4%	-$8.61K	0.01%	745
2023 Q4	$260K	Sell	3,844 -105	-3%	-$6.49K	0.01%	659
2023 Q3	$237K	Buy	+3,949	New	+$249K	0.01%	646

Other funds holding REG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Evergreen Capital Management's REG Position: Q1 2026 in Review

Evergreen Capital Management increased its Regency Centers (REG) stake by 38% in Q1 2026, buying an estimated $188K and bringing the position to 9,118 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #620.

Evergreen Capital Management first reported a position in REG in Q3 2023 and has held it in 11 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

Evergreen Capital Management held 9,118 shares of Regency Centers worth $690K as of Q1 2026.
Evergreen Capital Management bought 2,521 Regency Centers shares in Q1 2026, an estimated $188K.
Regency Centers made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #620 holding.
Evergreen Capital Management first reported a position in Regency Centers in Q3 2023 and has held it in 11 quarters since.
584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.