Kestra Advisory Services’s Regency Centers REG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$552K Buy
6,920
+490
+8% +$38.5K ﹤0.01% 2265
2026
Q1
$487K Sell
6,430
-259
-4% -$19.3K ﹤0.01% 2247
2025
Q4
$462K Sell
6,689
-553
-8% -$38.8K ﹤0.01% 2216
2025
Q3
$528K Buy
+7,242
New +$517K ﹤0.01% 2024
2024
Q3
Sell
-3,609
Closed -$227K 2701
2024
Q2
$227K Sell
3,609
-262
-7% -$15.7K ﹤0.01% 2315
2024
Q1
$237K Buy
+3,871
New +$240K ﹤0.01% 2162

Other funds holding REG

Kestra Advisory Services's REG Position: Q2 2026 in Review

Kestra Advisory Services increased its Regency Centers (REG) stake by 7.6% in Q2 2026, buying an estimated $38.5K and bringing the position to 6,920 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #2265.

Kestra Advisory Services first reported a position in REG in Q1 2024 and has held it in 6 quarters since. 611 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Kestra Advisory Services held 6,920 shares of Regency Centers worth $552K as of Q2 2026.
  • Kestra Advisory Services bought 490 Regency Centers shares in Q2 2026, an estimated $38.5K.
  • Regency Centers made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2265 holding.
  • Kestra Advisory Services first reported a position in Regency Centers in Q1 2024 and has held it in 6 quarters since.
  • 611 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.