GA
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GoalVest Advisory’s Regency Centers REG Stock Holding History

GoalVest Advisory’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
Q3 		$13.9K Buy
+194
New +$15K ﹤0.01% 377
2025
Q2 		– Sell
-3
Closed -$221 – 497
2025
Q1 		$221 Buy
+3
New +$218 ﹤0.01% 437
2022
Q2 		– Sell
-4
Closed – – 491
2022
Q1 		$0 Buy
+4
New +$280 ﹤0.01% 480

Other funds holding REG

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

GoalVest Advisory's REG Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Regency Centers (REG) in Q3 2026: 194 shares worth $13.9K. The stake represents ﹤0.01% of the portfolio and ranks #377 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in REG as recently as Q1 2025.

GoalVest Advisory first reported a position in REG in Q1 2022 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold REG as of Q3 2026.

  • GoalVest Advisory held 194 shares of Regency Centers worth $13.9K as of Q3 2026.
  • Regency Centers was a new GoalVest Advisory position in Q3 2026.
  • Regency Centers made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #377 holding.
  • GoalVest Advisory first reported a position in Regency Centers in Q1 2022 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Regency Centers as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.