Fortitude Family Office’s Regency Centers REG Stock Holding History

Fortitude Family Office’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
2025 Q3	–	Sell	-7	Closed	-$499	–	2111
2025 Q2	$499	Buy	+7	New	+$500	﹤0.01%	1820

Other funds holding REG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortitude Family Office's REG Position: Q3 2025 in Review

Fortitude Family Office sold out of Regency Centers (REG) in Q3 2025, closing a stake of 7 shares — an estimated $499 sold.

Fortitude Family Office first reported a position in REG in Q2 2025 and held it in 1 quarter. The position peaked at $499 in Q2 2025. 521 funds tracked by Wall St. Rank hold REG as of Q3 2025.

Fortitude Family Office reported no remaining Regency Centers position as of Q3 2025 after selling out during the quarter.
Fortitude Family Office sold 7 Regency Centers shares in Q3 2025, an estimated $499.
Fortitude Family Office first reported a position in Regency Centers in Q2 2025 and held it in 1 quarter.
Fortitude Family Office's Regency Centers position peaked at $499 in Q2 2025.
521 funds tracked by Wall St. Rank held Regency Centers as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.