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GeoWealth Management’s Regency Centers REG Stock Holding History

GeoWealth 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
Q2 		$920K Buy
11,537
+44
+0.4% +$3.46K 0.03% 344
2026
Q1 		$870K Sell
11,493
-462
-4% -$34.4K 0.03% 331
2025
Q4 		$825K Sell
11,955
-650
-5% -$45.6K 0.03% 324
2025
Q3 		$919K Buy
12,605
+198
+2% +$14.1K 0.03% 320
2025
Q2 		$884K Sell
12,407
-1,740
-12% -$124K 0.03% 287
2025
Q1 		$1.04M Buy
14,147
+269
+2% +$19.6K 0.04% 251
2024
Q4 		$1.03M Buy
13,878
+2,564
+23% +$188K 0.03% 289
2024
Q3 		$817K Sell
11,314
-58
-0.5% -$4.01K 0.03% 354
2024
Q2 		$707K Buy
11,372
+400
+4% +$24K 0.03% 348
2024
Q1 		$664K Buy
+10,972
New +$680K 0.03% 377

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

GeoWealth Management's REG Position: Q2 2026 in Review

GeoWealth Management increased its Regency Centers (REG) stake by 0.38% in Q2 2026, buying an estimated $3.46K and bringing the position to 11,537 shares worth $920K. The position accounts for 0.03% of the portfolio, ranked #344.

GeoWealth Management first reported a position in REG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2025. 611 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • GeoWealth Management held 11,537 shares of Regency Centers worth $920K as of Q2 2026.
  • GeoWealth Management bought 44 Regency Centers shares in Q2 2026, an estimated $3.46K.
  • Regency Centers made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #344 holding.
  • GeoWealth Management first reported a position in Regency Centers in Q1 2024 and has held it in 10 quarters since.
  • GeoWealth Management's Regency Centers position peaked at $1.04M in Q1 2025.
  • 611 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.