KAS
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Kestra Advisory Services’s Regency Centers REG Stock Holding History

Kestra Advisory Services’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 		$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

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

Kestra Advisory Services's REG Position: Q1 2026 in Review

Kestra Advisory Services reduced its Regency Centers (REG) stake by 3.9% in Q1 2026, selling an estimated $19.3K and leaving 6,430 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

Kestra Advisory Services first reported a position in REG in Q1 2024 and has held it in 5 quarters since. The position peaked at $528K in Q3 2025. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Kestra Advisory Services held 6,430 shares of Regency Centers worth $487K as of Q1 2026.
  • Kestra Advisory Services sold 259 Regency Centers shares in Q1 2026, an estimated $19.3K.
  • Regency Centers made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2247 holding.
  • Kestra Advisory Services first reported a position in Regency Centers in Q1 2024 and has held it in 5 quarters since.
  • Kestra Advisory Services's Regency Centers position peaked at $528K in Q3 2025.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.