Insigneo Advisory Services’s Regency Centers REG Stock Holding History

Insigneo Advisory Services’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	$303K	Sell	4,008 -24	-0.6%	-$1.79K	0.02%	498
2025 Q4	$278K	Buy	4,032 +63	+2%	+$4.42K	0.02%	540
2025 Q3	$289K	Sell	3,969 -30	-0.8%	-$2.14K	0.02%	521
2025 Q2	$285K	Buy	3,999 +43	+1%	+$3.07K	0.02%	469
2025 Q1	$292K	Buy	+3,956	New	+$288K	0.03%	426
2024 Q2	–	Sell	-3,540	Closed	-$217K	–	633
2024 Q1	$217K	Buy	3,540 +26	+0.7%	+$1.61K	0.03%	448
2023 Q4	$238K	Hold	3,514	–	–	0.03%	387
2023 Q3	$211K	Buy	+3,514	New	+$222K	0.04%	359
2023 Q2	–	Sell	-3,514	Closed	-$213K	–	353
2023 Q1	$213K	Buy	+3,514	New	+$221K	0.07%	254

Other funds holding REG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Insigneo Advisory Services's REG Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Regency Centers (REG) stake by 0.6% in Q1 2026, selling an estimated $1.79K and leaving 4,008 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #498.

Insigneo Advisory Services first reported a position in REG in Q1 2023 and has held it in 9 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

Insigneo Advisory Services held 4,008 shares of Regency Centers worth $303K as of Q1 2026.
Insigneo Advisory Services sold 24 Regency Centers shares in Q1 2026, an estimated $1.79K.
Regency Centers made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #498 holding.
Insigneo Advisory Services first reported a position in Regency Centers in Q1 2023 and has held it in 9 quarters since.
584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.