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Impact Partnership Wealth’s Regency Centers REG Stock Holding History

Impact Partnership Wealth’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 		– Sell
-3,039
Closed -$230K – 487
2026
Q1 		$230K Buy
+3,039
New +$226K 0.03% 322
2025
Q3 		– Sell
-4,926
Closed -$351K – 366
2025
Q2 		$351K Buy
+4,926
New +$352K 0.06% 196
2024
Q1 		– Sell
-100
Closed -$6.7K – 836
2023
Q4 		$6.7K Sell
100
-4,511
-98% -$279K ﹤0.01% 548
2023
Q3 		$274K Buy
+4,611
New +$291K 0.09% 137

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State Street
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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

Impact Partnership Wealth's REG Position: Q2 2026 in Review

Impact Partnership Wealth sold out of Regency Centers (REG) in Q2 2026, closing a stake of 3,039 shares — an estimated $230K sold.

Impact Partnership Wealth first reported a position in REG in Q3 2023 and held it in 4 quarters. The position peaked at $351K in Q2 2025. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Impact Partnership Wealth reported no remaining Regency Centers position as of Q2 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,039 Regency Centers shares in Q2 2026, an estimated $230K.
  • Impact Partnership Wealth first reported a position in Regency Centers in Q3 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Regency Centers position peaked at $351K in Q2 2025.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.