Journey Strategic Wealth’s Regency Centers REG Stock Holding History

Journey Strategic 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 Q1	$339K	Sell	4,478 -213	-5%	-$15.9K	0.01%	487
2025 Q4	$324K	Buy	4,691 +597	+15%	+$41.9K	0.01%	479
2025 Q3	$298K	Buy	4,094 +327	+9%	+$23.3K	0.01%	481
2025 Q2	$268K	Buy	3,767 +36	+1%	+$2.57K	0.01%	481
2025 Q1	$275K	Buy	3,731 +30	+0.8%	+$2.18K	0.01%	360
2024 Q4	$274K	Sell	3,701 -2	-0.1%	-$146	0.01%	361
2024 Q3	$267K	Buy	3,703 +2	+0.1%	+$138	0.01%	368
2024 Q2	$230K	Buy	3,701 +76	+2%	+$4.55K	0.01%	326
2024 Q1	$220K	Hold	3,625	–	–	0.01%	260
2023 Q4	$243K	Sell	3,625 -969	-21%	-$59.9K	0.01%	171
2023 Q3	$273K	Buy	+4,594	New	+$290K	0.01%	131

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

Journey Strategic Wealth's REG Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Regency Centers (REG) stake by 4.5% in Q1 2026, selling an estimated $15.9K and leaving 4,478 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #487.

Journey Strategic Wealth first reported a position in REG in Q3 2023 and has held it in 11 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

Journey Strategic Wealth held 4,478 shares of Regency Centers worth $339K as of Q1 2026.
Journey Strategic Wealth sold 213 Regency Centers shares in Q1 2026, an estimated $15.9K.
Regency Centers made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #487 holding.
Journey Strategic Wealth first reported a position in Regency Centers in Q3 2023 and has held it in 11 quarters since.
584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.