Loomis, Sayles & Company’s Regency Centers REG Stock Holding History

Loomis, Sayles & Company’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	$31.5K	Sell	416 -163	-28%	-$12.1K	﹤0.01%	646
2025 Q4	$40K	Sell	579 -21	-4%	-$1.47K	﹤0.01%	626
2025 Q3	$43.7K	Buy	600 +10	+2%	+$713	﹤0.01%	625
2025 Q2	$42K	Buy	+590	New	+$42.2K	﹤0.01%	633
2022 Q3	–	Sell	-294	Closed	-$17K	–	1031
2022 Q2	$17K	Hold	294	–	–	﹤0.01%	613
2022 Q1	$21K	Sell	294 -239	-45%	-$16.7K	﹤0.01%	631
2021 Q4	$40K	Sell	533 -68	-11%	-$4.91K	﹤0.01%	624
2021 Q3	$40K	Buy	601 +2	+0.3%	+$133	﹤0.01%	612
2021 Q2	$38K	Buy	599 +27	+5%	+$1.71K	﹤0.01%	603
2021 Q1	$32K	Buy	+572	New	+$29.8K	﹤0.01%	596
2019 Q1	–	Sell	-3,000	Closed	-$176K	–	856
2018 Q4	$176K	Buy	+3,000	New	+$188K	﹤0.01%	583

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

Loomis, Sayles & Company's REG Position: Q1 2026 in Review

Loomis, Sayles & Company reduced its Regency Centers (REG) stake by 28% in Q1 2026, selling an estimated $12.1K and leaving 416 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Loomis, Sayles & Company first reported a position in REG in Q4 2018 and has held it in 11 quarters since. The position peaked at $176K in Q4 2018. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

Loomis, Sayles & Company held 416 shares of Regency Centers worth $31.5K as of Q1 2026.
Loomis, Sayles & Company sold 163 Regency Centers shares in Q1 2026, an estimated $12.1K.
Regency Centers made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #646 holding.
Loomis, Sayles & Company first reported a position in Regency Centers in Q4 2018 and has held it in 11 quarters since.
Loomis, Sayles & Company's Regency Centers position peaked at $176K in Q4 2018.
584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.