Merit Financial Group’s Regency Centers REG Stock Holding History

Merit Financial Group’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	$576K	Sell	7,218 -627	-8%	-$49.2K	﹤0.01%	1422
2026 Q1	$594K	Sell	7,845 -631	-7%	-$47K	﹤0.01%	1271
2025 Q4	$585K	Buy	8,476 +4,666	+122%	+$327K	﹤0.01%	1208
2025 Q3	$278K	Buy	3,810 +444	+13%	+$31.7K	﹤0.01%	1499
2025 Q2	$240K	Buy	3,366 +371	+12%	+$26.5K	﹤0.01%	1460
2025 Q1	$221K	Sell	2,995 -19	-0.6%	-$1.38K	﹤0.01%	1247
2024 Q4	$223K	Buy	+3,014	New	+$220K	﹤0.01%	1051

Other funds holding REG

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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 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 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

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

Merit Financial Group's REG Position: Q2 2026 in Review

Merit Financial Group reduced its Regency Centers (REG) stake by 8% in Q2 2026, selling an estimated $49.2K and leaving 7,218 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Merit Financial Group first reported a position in REG in Q4 2024 and has held it in 7 quarters since. The position peaked at $594K in Q1 2026. 61 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Merit Financial Group held 7,218 shares of Regency Centers worth $576K as of Q2 2026.
Merit Financial Group sold 627 Regency Centers shares in Q2 2026, an estimated $49.2K.
Regency Centers made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1422 holding.
Merit Financial Group first reported a position in Regency Centers in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's Regency Centers position peaked at $594K in Q1 2026.
61 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.