Larson Financial Group’s Regency Centers REG Stock Holding History

Larson Financial Group’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 Q2	$171K	Sell	2,142 -2,519	-54%	-$198K	﹤0.01%	912
2026 Q1	$353K	Buy	4,661 +123	+3%	+$9.17K	0.01%	578
2025 Q4	$313K	Sell	4,538 -526	-10%	-$36.9K	0.01%	596
2025 Q3	$369K	Sell	5,064 -948	-16%	-$67.6K	0.01%	549
2025 Q2	$428K	Buy	6,012 +803	+15%	+$57.4K	0.02%	473
2025 Q1	$384K	Buy	5,209 +5,153	+9,202%	+$375K	0.02%	465
2024 Q4	$4.14K	Buy	56 +37	+195%	+$2.71K	﹤0.01%	1713
2024 Q3	$1.37K	Buy	+19	New	+$1.31K	﹤0.01%	1921
2023 Q4	–	Sell	-5	Closed	-$297	–	1888
2023 Q3	$297	Buy	+5	New	+$316	﹤0.01%	1614

Other funds holding REG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Larson Financial Group's REG Position: Q2 2026 in Review

Larson Financial Group reduced its Regency Centers (REG) stake by 54% in Q2 2026, selling an estimated $198K and leaving 2,142 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Larson Financial Group first reported a position in REG in Q3 2023 and has held it in 9 quarters since. The position peaked at $428K in Q2 2025. 611 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Larson Financial Group held 2,142 shares of Regency Centers worth $171K as of Q2 2026.
Larson Financial Group sold 2,519 Regency Centers shares in Q2 2026, an estimated $198K.
Regency Centers made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #912 holding.
Larson Financial Group first reported a position in Regency Centers in Q3 2023 and has held it in 9 quarters since.
Larson Financial Group's Regency Centers position peaked at $428K in Q2 2025.
611 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.