Kapitalo Investimentos’s Regency Centers REG Stock Holding History

Kapitalo Investimentos’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 Q2	–	Sell	-2,992	Closed	-$221K	–	159
2025 Q1	$221K	Buy	+2,992	New	+$218K	0.04%	57
2024 Q1	–	Sell	-5,640	Closed	-$378K	–	500
2023 Q4	$378K	Buy	+5,640	New	+$349K	0.08%	143
2023 Q3	–	Sell	-2,028	Closed	-$125K	–	668
2023 Q2	$125K	Buy	+2,028	New	+$121K	0.02%	318

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

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

Kapitalo Investimentos's REG Position: Q2 2025 in Review

Kapitalo Investimentos sold out of Regency Centers (REG) in Q2 2025, closing a stake of 2,992 shares — an estimated $221K sold.

Kapitalo Investimentos first reported a position in REG in Q2 2023 and held it in 3 quarters. The position peaked at $378K in Q4 2023. 515 funds tracked by Wall St. Rank hold REG as of Q2 2025.

Kapitalo Investimentos reported no remaining Regency Centers position as of Q2 2025 after selling out during the quarter.
Kapitalo Investimentos sold 2,992 Regency Centers shares in Q2 2025, an estimated $221K.
Kapitalo Investimentos first reported a position in Regency Centers in Q2 2023 and held it in 3 quarters.
Kapitalo Investimentos's Regency Centers position peaked at $378K in Q4 2023.
515 funds tracked by Wall St. Rank held Regency Centers as of Q2 2025.

Based on Kapitalo Investimentos's 13F filing for Q2 2025, filed 14 Jul 2025.