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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

IMG Wealth Management's REG Position: Q1 2026 in Review

IMG Wealth Management increased its Regency Centers (REG) stake by 33% in Q1 2026, buying an estimated $522 and bringing the position to 28 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

IMG Wealth Management first reported a position in REG in Q4 2025 and has held it in 2 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • IMG Wealth Management held 28 shares of Regency Centers worth $2.12K as of Q1 2026.
  • IMG Wealth Management bought 7 Regency Centers shares in Q1 2026, an estimated $522.
  • Regency Centers made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #441 holding.
  • IMG Wealth Management first reported a position in Regency Centers in Q4 2025 and has held it in 2 quarters since.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.