IAAG
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Innovative Asset Advisors Group’s Regency Centers REG Stock Holding History

Innovative Asset Advisors Group’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
-372
Closed -$28.4K – 843
2026
Q1 		$28.4K Buy
+372
New +$27.7K 0.02% 431

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

Innovative Asset Advisors Group's REG Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Regency Centers (REG) in Q2 2026, closing a stake of 372 shares — an estimated $28.4K sold.

Innovative Asset Advisors Group first reported a position in REG in Q1 2026 and held it in 1 quarter. The position peaked at $28.4K in Q1 2026. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Regency Centers position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 372 Regency Centers shares in Q2 2026, an estimated $28.4K.
  • Innovative Asset Advisors Group first reported a position in Regency Centers in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Regency Centers position peaked at $28.4K in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.