Evergreen Capital Management
REG icon

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
Q3 		$582K Sell
8,093
-1,087
-12% -$84K 0.01% 786
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% +$9.8K 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% -$9.7K 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

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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Evergreen Capital Management's REG Position: Q3 2026 in Review

Evergreen Capital Management reduced its Regency Centers (REG) stake by 12% in Q3 2026, selling an estimated $84K and leaving 8,093 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #786.

Evergreen Capital Management first reported a position in REG in Q3 2023 and has held it in 13 quarters since. The position peaked at $732K in Q2 2026. 349 funds tracked by Wall St. Rank hold REG as of Q3 2026.

  • Evergreen Capital Management held 8,093 shares of Regency Centers worth $582K as of Q3 2026.
  • Evergreen Capital Management sold 1,087 Regency Centers shares in Q3 2026, an estimated $84K.
  • Regency Centers made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #786 holding.
  • Evergreen Capital Management first reported a position in Regency Centers in Q3 2023 and has held it in 13 quarters since.
  • Evergreen Capital Management's Regency Centers position peaked at $732K in Q2 2026.
  • 349 funds tracked by Wall St. Rank held Regency Centers as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.