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 Q2	$732K	Buy	9,180 +62	+0.7%	+$4.87K	0.01%	690
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 $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

Evergreen Capital Management's REG Position: Q2 2026 in Review

Evergreen Capital Management increased its Regency Centers (REG) stake by 0.68% in Q2 2026, buying an estimated $4.87K and bringing the position to 9,180 shares worth $732K. The position accounts for 0.01% of the portfolio, ranked #690.

Evergreen Capital Management first reported a position in REG in Q3 2023 and has held it in 12 quarters since. 612 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Evergreen Capital Management held 9,180 shares of Regency Centers worth $732K as of Q2 2026.
Evergreen Capital Management bought 62 Regency Centers shares in Q2 2026, an estimated $4.87K.
Regency Centers made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #690 holding.
Evergreen Capital Management first reported a position in Regency Centers in Q3 2023 and has held it in 12 quarters since.
612 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.