EWA
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EverSource Wealth Advisors’s Regency Centers REG Stock Holding History

EverSource Wealth Advisors’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 		$60.7K Sell
761
-66
-8% -$5.18K ﹤0.01% 1649
2026
Q1 		$62.6K Buy
827
+14
+2% +$1.04K ﹤0.01% 1736
2025
Q4 		$56.1K Buy
813
+339
+72% +$23.8K ﹤0.01% 1669
2025
Q3 		$34.6K Sell
474
-96
-17% -$6.85K ﹤0.01% 1972
2025
Q2 		$40.6K Buy
570
+399
+233% +$28.5K ﹤0.01% 1758
2025
Q1 		$12.6K Buy
171
+103
+151% +$7.5K ﹤0.01% 1977
2024
Q4 		$5.03K Buy
68
+19
+39% +$1.39K ﹤0.01% 2344
2024
Q3 		$3.54K Buy
49
+12
+32% +$830 ﹤0.01% 2357
2024
Q2 		$2.49K Buy
37
+14
+61% +$839 ﹤0.01% 2477
2024
Q1 		$1.36K Sell
23
-19
-45% -$1.18K ﹤0.01% 2489
2023
Q4 		$2.81K Buy
42
+9
+27% +$557 ﹤0.01% 2078
2023
Q3 		$1.96K Sell
33
-8
-20% -$505 ﹤0.01% 2008
2023
Q2 		$2.53K Hold
41
– – ﹤0.01% 1962
2023
Q1 		$2.51K Hold
41
– – ﹤0.01% 1865
2022
Q4 		$2.56K Hold
41
– – ﹤0.01% 1839
2022
Q3 		$2K Buy
41
+8
+24% +$489 ﹤0.01% 1716
2022
Q2 		$2K Sell
33
-13
-28% -$862 ﹤0.01% 1551
2022
Q1 		$4K Buy
46
+23
+100% +$1.61K ﹤0.01% 1358
2021
Q4 		$2K Buy
+23
New +$1.66K ﹤0.01% 1606

Other funds holding REG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EverSource Wealth Advisors's REG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Regency Centers (REG) stake by 8% in Q2 2026, selling an estimated $5.18K and leaving 761 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

EverSource Wealth Advisors first reported a position in REG in Q4 2021 and has held it in 19 quarters since. The position peaked at $62.6K in Q1 2026. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • EverSource Wealth Advisors held 761 shares of Regency Centers worth $60.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 66 Regency Centers shares in Q2 2026, an estimated $5.18K.
  • Regency Centers made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1649 holding.
  • EverSource Wealth Advisors first reported a position in Regency Centers in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Regency Centers position peaked at $62.6K in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.