KF
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Krilogy Financial’s Regency Centers REG Stock Holding History

Krilogy Financial’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 		$347K Sell
4,353
-180
-4% -$13.4K 0.01% 686
2025
Q4 		$323K Buy
4,533
+224
+5% +$15.7K 0.01% 696
2025
Q3 		$299K Buy
+4,309
New +$307K 0.01% 682

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

Krilogy Financial's REG Position: Q1 2026 in Review

Krilogy Financial reduced its Regency Centers (REG) stake by 4% in Q1 2026, selling an estimated $13.4K and leaving 4,353 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #686.

Krilogy Financial first reported a position in REG in Q3 2025 and has held it in 3 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Krilogy Financial held 4,353 shares of Regency Centers worth $347K as of Q1 2026.
  • Krilogy Financial sold 180 Regency Centers shares in Q1 2026, an estimated $13.4K.
  • Regency Centers made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #686 holding.
  • Krilogy Financial first reported a position in Regency Centers in Q3 2025 and has held it in 3 quarters since.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.