Kovitz Investment Group Partners
REG icon

Kovitz Investment Group Partners’s Regency Centers REG Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-39,866
Closed -$2.91M – 1124
2025
Q3 		$2.91M Buy
39,866
+1,520
+4% +$108K 0.01% 565
2025
Q2 		$2.73M Buy
38,346
+951
+3% +$68K 0.01% 565
2025
Q1 		$2.76M Sell
37,395
-659
-2% -$48K 0.01% 519
2024
Q4 		$2.81M Sell
38,054
-584
-2% -$42.7K 0.01% 512
2024
Q3 		$2.79M Sell
38,638
-809
-2% -$56K 0.02% 442
2024
Q2 		$2.45M Sell
39,447
-4,919
-11% -$295K 0.02% 401
2024
Q1 		$2.69M Sell
44,366
-262
-0.6% -$16.2K 0.03% 271
2023
Q4 		$2.99M Sell
44,628
-928
-2% -$57.4K 0.05% 203
2023
Q3 		$2.71M Sell
45,556
-93
-0.2% -$5.87K 0.05% 208
2023
Q2 		$2.82M Sell
45,649
-615
-1% -$36.6K 0.04% 214
2023
Q1 		$2.83M Buy
46,264
+1,978
+4% +$124K 0.05% 214
2022
Q4 		$2.77M Sell
44,286
-616
-1% -$37.8K 0.05% 212
2022
Q3 		$2.42M Sell
44,902
-86
-0.2% -$5.26K 0.06% 209
2022
Q2 		$2.67M Buy
44,988
+446
+1% +$29.6K 0.06% 208
2022
Q1 		$3.18M Buy
44,542
+1,008
+2% +$70.5K 0.06% 205
2021
Q4 		$1.99M Sell
43,534
-1,405
-3% -$101K 0.05% 209
2021
Q3 		$3.03M Buy
44,939
+271
+0.6% +$18K 0.06% 197
2021
Q2 		$2.86M Buy
44,668
+232
+0.5% +$14.7K 0.06% 207
2021
Q1 		$2.52M Buy
44,436
+903
+2% +$47K 0.06% 201
2020
Q4 		$1.99M Sell
43,533
-4,073
-9% -$175K 0.05% 205
2020
Q3 		$1.81M Sell
47,606
-5,756
-11% -$236K 0.05% 202
2020
Q2 		$2.45M Sell
53,362
-4,613
-8% -$195K 0.08% 168
2020
Q1 		$2.23M Sell
57,975
-2,592
-4% -$149K 0.08% 165
2019
Q4 		$3.82M Sell
60,567
-1,136
-2% -$74.6K 0.11% 133
2019
Q3 		$4.29M Sell
61,703
-1,820
-3% -$121K 0.14% 119
2019
Q2 		$4.24M Buy
63,523
+73
+0.1% +$4.9K 0.13% 116
2019
Q1 		$4.28M Sell
63,450
-409
-0.6% -$26.1K 0.14% 117
2018
Q4 		$3.75M Buy
+63,859
New +$4M 0.15% 104

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kovitz Investment Group Partners's REG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Regency Centers (REG) in Q4 2025, closing a stake of 39,866 shares — an estimated $2.91M sold.

Kovitz Investment Group Partners first reported a position in REG in Q4 2018 and held it in 28 quarters. The position peaked at $4.29M in Q3 2019. 550 funds tracked by Wall St. Rank hold REG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Regency Centers position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 39,866 Regency Centers shares in Q4 2025, an estimated $2.91M.
  • Kovitz Investment Group Partners first reported a position in Regency Centers in Q4 2018 and held it in 28 quarters.
  • Kovitz Investment Group Partners's Regency Centers position peaked at $4.29M in Q3 2019.
  • 550 funds tracked by Wall St. Rank held Regency Centers as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.