Financial Consulate’s Regency Centers REG Stock Holding History

Financial Consulate’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	$39.8K	Hold	526	–	–	0.01%	363
2025 Q4	$36.3K	Buy	526 +8	+2%	+$561	0.01%	372
2025 Q3	$37.8K	Buy	+518	New	+$36.9K	0.01%	352

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

Financial Consulate's REG Position: Q1 2026 in Review

Financial Consulate held its Regency Centers (REG) position steady in Q1 2026 at 526 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #363.

Financial Consulate first reported a position in REG in Q3 2025 and has held it in 3 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

Financial Consulate held 526 shares of Regency Centers worth $39.8K as of Q1 2026.
Financial Consulate left its Regency Centers share count unchanged in Q1 2026.
Regency Centers made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #363 holding.
Financial Consulate first reported a position in Regency Centers in Q3 2025 and has held it in 3 quarters since.
584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.