JWM
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JPL Wealth Management's REG Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Regency Centers (REG) in Q1 2026: 79 shares worth $5.98K. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in REG as recently as Q3 2025.

JPL Wealth Management first reported a position in REG in Q3 2025 and has held it in 2 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • JPL Wealth Management held 79 shares of Regency Centers worth $5.98K as of Q1 2026.
  • Regency Centers was a new JPL Wealth Management position in Q1 2026.
  • Regency Centers made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #644 holding.
  • JPL Wealth Management first reported a position in Regency Centers in Q3 2025 and has held it in 2 quarters since.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.