Krilogy Financial’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
Q3
$318K Sell
4,429
-54
-1% -$4.17K 0.01% 830
2026
Q2
$357K Buy
4,483
+130
+3% +$10.2K 0.01% 754
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

Krilogy Financial's REG Position: Q3 2026 in Review

Krilogy Financial reduced its Regency Centers (REG) stake by 1.2% in Q3 2026, selling an estimated $4.17K and leaving 4,429 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #830.

Krilogy Financial first reported a position in REG in Q3 2025 and has held it in 5 quarters since. The position peaked at $357K in Q2 2026. 115 funds tracked by Wall St. Rank hold REG as of Q3 2026.

  • Krilogy Financial held 4,429 shares of Regency Centers worth $318K as of Q3 2026.
  • Krilogy Financial sold 54 Regency Centers shares in Q3 2026, an estimated $4.17K.
  • Regency Centers made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #830 holding.
  • Krilogy Financial first reported a position in Regency Centers in Q3 2025 and has held it in 5 quarters since.
  • Krilogy Financial's Regency Centers position peaked at $357K in Q2 2026.
  • 115 funds tracked by Wall St. Rank held Regency Centers as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.