JPL Wealth Management’s Regency Centers REG Stock Holding History

JPL Wealth Management’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	$6.3K	Hold	79	–	–	﹤0.01%	711
2026 Q1	$5.98K	Buy	+79	New	+$5.89K	﹤0.01%	644
2025 Q4	–	Sell	-79	Closed	-$5.76K	–	892
2025 Q3	$5.76K	Buy	+79	New	+$5.63K	﹤0.01%	643

Other funds holding REG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JPL Wealth Management's REG Position: Q2 2026 in Review

JPL Wealth Management held its Regency Centers (REG) position steady in Q2 2026 at 79 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

JPL Wealth Management first reported a position in REG in Q3 2025 and has held it in 3 quarters since. 612 funds tracked by Wall St. Rank hold REG as of Q2 2026.

JPL Wealth Management held 79 shares of Regency Centers worth $6.3K as of Q2 2026.
JPL Wealth Management left its Regency Centers share count unchanged in Q2 2026.
Regency Centers made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #711 holding.
JPL Wealth Management first reported a position in Regency Centers in Q3 2025 and has held it in 3 quarters since.
612 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.