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Integrated Wealth Concepts’s Regency Centers REG Stock Holding History

Integrated Wealth Concepts’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 		$124K Buy
+1,560
New +$123K ﹤0.01% 2647

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

Integrated Wealth Concepts's REG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Regency Centers (REG) in Q2 2026: 1,560 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #2647 among its holdings.

606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Integrated Wealth Concepts held 1,560 shares of Regency Centers worth $124K as of Q2 2026.
  • Regency Centers was a new Integrated Wealth Concepts position in Q2 2026.
  • Regency Centers made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2647 holding.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.