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LRI Investments’s Regency Centers REG Stock Holding History

LRI Investments’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 		$1.83K Hold
23
– – ﹤0.01% 1286
2026
Q1 		$1.74K Hold
23
– – ﹤0.01% 1273
2025
Q4 		$1.59K Hold
23
– – ﹤0.01% 1231
2025
Q3 		$1.68K Hold
23
– – ﹤0.01% 1218
2025
Q2 		$1.64K Hold
23
– – ﹤0.01% 1183
2025
Q1 		$1.7K Hold
23
– – ﹤0.01% 1119
2024
Q4 		$1.7K Hold
23
– – ﹤0.01% 1086
2024
Q3 		$1.69K Hold
23
– – ﹤0.01% 1077
2024
Q2 		$1.43K Hold
23
– – ﹤0.01% 1079
2024
Q1 		$1.39K Buy
+23
New +$1.43K ﹤0.01% 780

Other funds holding REG

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LRI Investments's REG Position: Q2 2026 in Review

LRI Investments held its Regency Centers (REG) position steady in Q2 2026 at 23 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

LRI Investments first reported a position in REG in Q1 2024 and has held it in 10 quarters since. 61 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • LRI Investments held 23 shares of Regency Centers worth $1.83K as of Q2 2026.
  • LRI Investments left its Regency Centers share count unchanged in Q2 2026.
  • Regency Centers made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1286 holding.
  • LRI Investments first reported a position in Regency Centers in Q1 2024 and has held it in 10 quarters since.
  • 61 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.