LPL Financial’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.11M | Sell |
107,237
-2,110
| -2% | -$157K | ﹤0.01% | 2173 |
|
|
2025
Q4 | $7.55M | Sell |
109,347
-11,145
| -9% | -$781K | ﹤0.01% | 2181 |
|
|
2025
Q3 | $8.78M | Sell |
120,492
-8,757
| -7% | -$625K | ﹤0.01% | 1990 |
|
|
2025
Q2 | $9.21M | Buy |
129,249
+179
| +0.1% | +$12.8K | ﹤0.01% | 1801 |
|
|
2025
Q1 | $9.52M | Buy |
129,070
+6,935
| +6% | +$505K | ﹤0.01% | 1645 |
|
|
2024
Q4 | $9.03M | Buy |
122,135
+781
| +0.6% | +$57.1K | ﹤0.01% | 1620 |
|
|
2024
Q3 | $8.77M | Sell |
121,354
-560
| -0.5% | -$38.8K | ﹤0.01% | 1560 |
|
|
2024
Q2 | $7.58M | Buy |
121,914
+867
| +0.7% | +$52K | ﹤0.01% | 1541 |
|
|
2024
Q1 | $7.33M | Sell |
121,047
-710
| -0.6% | -$44K | ﹤0.01% | 1523 |
|
|
2023
Q4 | $8.16M | Sell |
121,757
-49
| -0% | -$3.03K | ﹤0.01% | 1368 |
|
|
2023
Q3 | $7.24M | Buy |
121,806
+112,555
| +1,217% | +$7.1M | 0.01% | 1363 |
|
|
2023
Q2 | $571K | Sell |
9,251
-94
| -1% | -$5.59K | ﹤0.01% | 3326 |
|
|
2023
Q1 | $572K | Sell |
9,345
-3,950
| -30% | -$248K | ﹤0.01% | 3218 |
|
|
2022
Q4 | $831K | Sell |
13,295
-503
| -4% | -$30.9K | ﹤0.01% | 2781 |
|
|
2022
Q3 | $743K | Sell |
13,798
-1,718
| -11% | -$105K | ﹤0.01% | 2779 |
|
|
2022
Q2 | $920K | Buy |
15,516
+1,918
| +14% | +$127K | ﹤0.01% | 2633 |
|
|
2022
Q1 | $970K | Sell |
13,598
-767
| -5% | -$53.7K | ﹤0.01% | 2636 |
|
|
2021
Q4 | $1.08M | Sell |
14,365
-506
| -3% | -$36.5K | ﹤0.01% | 2590 |
|
|
2021
Q3 | $1M | Sell |
14,871
-220
| -1% | -$14.6K | ﹤0.01% | 2613 |
|
|
2021
Q2 | $967K | Buy |
15,091
+586
| +4% | +$37.1K | ﹤0.01% | 2594 |
|
|
2021
Q1 | $823K | Buy |
14,505
+3,207
| +28% | +$167K | ﹤0.01% | 2573 |
|
|
2020
Q4 | $515K | Buy |
11,298
+1,894
| +20% | +$81.5K | ﹤0.01% | 2728 |
|
|
2020
Q3 | $358K | Buy |
9,404
+751
| +9% | +$30.8K | ﹤0.01% | 2766 |
|
|
2020
Q2 | $397K | Sell |
8,653
-1,011
| -10% | -$42.7K | ﹤0.01% | 2607 |
|
|
2020
Q1 | $371K | Buy |
9,664
+269
| +3% | +$15.5K | ﹤0.01% | 2316 |
|
|
2019
Q4 | $593K | Buy |
9,395
+766
| +9% | +$50.3K | ﹤0.01% | 2227 |
|
|
2019
Q3 | $600K | Buy |
8,629
+1,058
| +14% | +$70.4K | ﹤0.01% | 2129 |
|
|
2019
Q2 | $505K | Buy |
7,571
+991
| +15% | +$66.6K | ﹤0.01% | 2276 |
|
|
2019
Q1 | $444K | Buy |
6,580
+137
| +2% | +$8.74K | ﹤0.01% | 2321 |
|
|
2018
Q4 | $378K | Sell |
6,443
-23
| -0.4% | -$1.44K | ﹤0.01% | 2279 |
|
|
2018
Q3 | $418K | Sell |
6,466
-64
| -1% | -$4.08K | ﹤0.01% | 2382 |
|
|
2018
Q2 | $405K | Buy |
6,530
+36
| +0.6% | +$2.11K | ﹤0.01% | 2380 |
|
|
2018
Q1 | $383K | Sell |
6,494
-552
| -8% | -$33.3K | ﹤0.01% | 2384 |
|
|
2017
Q4 | $487K | Buy |
+7,046
| New | +$465K | ﹤0.01% | 2087 |
|
Other funds holding REG
VPM
VCM
LPL Financial's REG Position: Q1 2026 in Review
LPL Financial reduced its Regency Centers (REG) stake by 1.9% in Q1 2026, selling an estimated $157K and leaving 107,237 shares worth $8.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2173.
LPL Financial first reported a position in REG in Q4 2017 and has held it in 34 quarters since. The position peaked at $9.52M in Q1 2025. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.
- LPL Financial held 107,237 shares of Regency Centers worth $8.11M as of Q1 2026.
- LPL Financial sold 2,110 Regency Centers shares in Q1 2026, an estimated $157K.
- Regency Centers made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2173 holding.
- LPL Financial first reported a position in Regency Centers in Q4 2017 and has held it in 34 quarters since.
- LPL Financial's Regency Centers position peaked at $9.52M in Q1 2025.
- 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.