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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Larson Financial Group's REG Position: Q1 2026 in Review

Larson Financial Group increased its Regency Centers (REG) stake by 2.7% in Q1 2026, buying an estimated $9.17K and bringing the position to 4,661 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #578.

Larson Financial Group first reported a position in REG in Q3 2023 and has held it in 8 quarters since. The position peaked at $428K in Q2 2025. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

Larson Financial Group held 4,661 shares of Regency Centers worth $353K as of Q1 2026.
Larson Financial Group bought 123 Regency Centers shares in Q1 2026, an estimated $9.17K.
Regency Centers made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #578 holding.
Larson Financial Group first reported a position in Regency Centers in Q3 2023 and has held it in 8 quarters since.
Larson Financial Group's Regency Centers position peaked at $428K in Q2 2025.
584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.