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Legacy Wealth Asset Management’s Regency Centers REG Stock Holding History

Legacy Wealth Asset Management’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 		$290K Buy
3,642
+874
+32% +$68.7K 0.06% 326
2026
Q1 		$209K Buy
+2,768
New +$206K 0.05% 362

Other funds holding REG

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State Street
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Legacy Wealth Asset Management's REG Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Regency Centers (REG) stake by 32% in Q2 2026, buying an estimated $68.7K and bringing the position to 3,642 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #326.

Legacy Wealth Asset Management first reported a position in REG in Q1 2026 and has held it in 2 quarters since. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Legacy Wealth Asset Management held 3,642 shares of Regency Centers worth $290K as of Q2 2026.
  • Legacy Wealth Asset Management bought 874 Regency Centers shares in Q2 2026, an estimated $68.7K.
  • Regency Centers made up 0.06% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #326 holding.
  • Legacy Wealth Asset Management first reported a position in Regency Centers in Q1 2026 and has held it in 2 quarters since.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.