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Legacy Capital Group California’s Regency Centers REG Stock Holding History

Legacy Capital Group California’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
Q3 		– Sell
-3,847
Closed -$274K – 353
2025
Q2 		$274K Sell
3,847
-45
-1% -$3.22K 0.08% 279
2025
Q1 		$287K Buy
3,892
+13
+0.3% +$946 0.1% 235
2024
Q4 		$287K Buy
+3,879
New +$284K 0.09% 251
2023
Q3 		– Sell
-3,846
Closed -$238K – 294
2023
Q2 		$238K Buy
3,846
+249
+7% +$14.8K 0.1% 234
2023
Q1 		$220K Buy
+3,597
New +$226K 0.11% 225

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Capital Group California's REG Position: Q3 2025 in Review

Legacy Capital Group California sold out of Regency Centers (REG) in Q3 2025, closing a stake of 3,847 shares — an estimated $274K sold.

Legacy Capital Group California first reported a position in REG in Q1 2023 and held it in 5 quarters. The position peaked at $287K in Q1 2025. 522 funds tracked by Wall St. Rank hold REG as of Q3 2025.

  • Legacy Capital Group California reported no remaining Regency Centers position as of Q3 2025 after selling out during the quarter.
  • Legacy Capital Group California sold 3,847 Regency Centers shares in Q3 2025, an estimated $274K.
  • Legacy Capital Group California first reported a position in Regency Centers in Q1 2023 and held it in 5 quarters.
  • Legacy Capital Group California's Regency Centers position peaked at $287K in Q1 2025.
  • 522 funds tracked by Wall St. Rank held Regency Centers as of Q3 2025.

Based on Legacy Capital Group California's 13F filing for Q3 2025, filed 12 Nov 2025.