IWM
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IMG Wealth Management’s Regency Centers REG Stock Holding History

IMG Wealth 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 		$3.59K Buy
45
+17
+61% +$1.33K ﹤0.01% 424
2026
Q1 		$2.12K Buy
28
+7
+33% +$522 ﹤0.01% 441
2025
Q4 		$1.45K Buy
+21
New +$1.47K ﹤0.01% 539

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

IMG Wealth Management's REG Position: Q2 2026 in Review

IMG Wealth Management increased its Regency Centers (REG) stake by 61% in Q2 2026, buying an estimated $1.33K and bringing the position to 45 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

IMG Wealth Management first reported a position in REG in Q4 2025 and has held it in 3 quarters since. 612 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • IMG Wealth Management held 45 shares of Regency Centers worth $3.59K as of Q2 2026.
  • IMG Wealth Management bought 17 Regency Centers shares in Q2 2026, an estimated $1.33K.
  • Regency Centers made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #424 holding.
  • IMG Wealth Management first reported a position in Regency Centers in Q4 2025 and has held it in 3 quarters since.
  • 612 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.