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IRON Financial’s Regency Centers REG Stock Holding History

IRON Financial’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 		$323K Buy
4,049
+274
+7% +$21.5K 0.13% 98
2026
Q1 		$286K Buy
+3,775
New +$281K 0.12% 104

Other funds holding REG

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

IRON Financial's REG Position: Q2 2026 in Review

IRON Financial increased its Regency Centers (REG) stake by 7.3% in Q2 2026, buying an estimated $21.5K and bringing the position to 4,049 shares worth $323K. The position accounts for 0.13% of the portfolio, ranked #98.

IRON Financial first reported a position in REG in Q1 2026 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • IRON Financial held 4,049 shares of Regency Centers worth $323K as of Q2 2026.
  • IRON Financial bought 274 Regency Centers shares in Q2 2026, an estimated $21.5K.
  • Regency Centers made up 0.13% of IRON Financial's portfolio in Q2 2026, its #98 holding.
  • IRON Financial first reported a position in Regency Centers in Q1 2026 and has held it in 2 quarters since.
  • 183 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.