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Evolve Private Wealth’s Regency Centers REG Stock Holding History

Evolve Private Wealth’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 		$393K Buy
+4,901
New +$385K 0.02% 609

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

Evolve Private Wealth's REG Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in Regency Centers (REG) in Q2 2026: 4,901 shares worth $393K. The stake represents 0.02% of the portfolio and ranks #609 among its holdings.

606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Evolve Private Wealth held 4,901 shares of Regency Centers worth $393K as of Q2 2026.
  • Regency Centers was a new Evolve Private Wealth position in Q2 2026.
  • Regency Centers made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #609 holding.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.