Jupiter Asset Management’s Regency Centers REG Stock Holding History

Jupiter Asset 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
2025 Q3	–	Sell	-3,374	Closed	-$240K	–	530
2025 Q2	$240K	Sell	3,374 -131,223	-97%	-$9.38M	﹤0.01%	418
2025 Q1	$9.93M	Buy	+134,597	New	+$9.8M	0.1%	221
2022 Q3	–	Sell	-15,920	Closed	-$944K	–	622
2022 Q2	$944K	Sell	15,920 -3,070	-16%	-$204K	0.01%	437
2022 Q1	$1.35M	Sell	18,990 -9,018	-32%	-$631K	0.02%	388
2021 Q4	$2.1M	Buy	+28,008	New	+$2.02M	0.02%	352
2021 Q3	–	Sell	-4,531	Closed	-$290K	–	632
2021 Q2	$290K	Buy	+4,531	New	+$287K	﹤0.01%	541
2016 Q3	–	Sell	-63,700	Closed	-$5.33M	–	214
2016 Q2	$5.33M	Buy	+63,700	New	+$4.9M	0.2%	134

Other funds holding REG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jupiter Asset Management's REG Position: Q3 2025 in Review

Jupiter Asset Management sold out of Regency Centers (REG) in Q3 2025, closing a stake of 3,374 shares — an estimated $240K sold.

Jupiter Asset Management first reported a position in REG in Q2 2016 and held it in 7 quarters. The position peaked at $9.93M in Q1 2025. 522 funds tracked by Wall St. Rank hold REG as of Q3 2025.

Jupiter Asset Management reported no remaining Regency Centers position as of Q3 2025 after selling out during the quarter.
Jupiter Asset Management sold 3,374 Regency Centers shares in Q3 2025, an estimated $240K.
Jupiter Asset Management first reported a position in Regency Centers in Q2 2016 and held it in 7 quarters.
Jupiter Asset Management's Regency Centers position peaked at $9.93M in Q1 2025.
522 funds tracked by Wall St. Rank held Regency Centers as of Q3 2025.

Based on Jupiter Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.