Glass Jacobson Investment Advisors’s Regency Centers REG Stock Holding History

Glass Jacobson Investment 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
2025 Q2	–	Sell	-433	Closed	-$32K	–	779
2025 Q1	$32K	Hold	433	–	–	0.01%	438
2024 Q4	$32K	Hold	433	–	–	0.01%	438
2024 Q3	$31.3K	Hold	433	–	–	0.01%	435
2024 Q2	$26.9K	Hold	433	–	–	0.01%	435
2024 Q1	$26.2K	Hold	433	–	–	0.01%	444
2023 Q4	$29K	Hold	433	–	–	0.01%	398
2023 Q3	$25.7K	Buy	+433	New	+$27.3K	0.01%	398

Other funds holding REG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Glass Jacobson Investment Advisors's REG Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Regency Centers (REG) in Q2 2025, closing a stake of 433 shares — an estimated $32K sold.

Glass Jacobson Investment Advisors first reported a position in REG in Q3 2023 and held it in 7 quarters. The position peaked at $32K in Q1 2025. 515 funds tracked by Wall St. Rank hold REG as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining Regency Centers position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 433 Regency Centers shares in Q2 2025, an estimated $32K.
Glass Jacobson Investment Advisors first reported a position in Regency Centers in Q3 2023 and held it in 7 quarters.
Glass Jacobson Investment Advisors's Regency Centers position peaked at $32K in Q1 2025.
515 funds tracked by Wall St. Rank held Regency Centers as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.