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MJT & Associates Financial Advisory’s Regency Centers REG Stock Holding History

MJT & Associates Financial Advisory’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 		$10.6K Hold
133
– – 0.01% 196
2026
Q1 		$10.1K Buy
133
+9
+7% +$671 0.01% 176
2025
Q4 		$8.56K Buy
124
+60
+94% +$4.21K 0.01% 202
2025
Q3 		$4.67K Hold
64
– – ﹤0.01% 301
2025
Q2 		$4.56K Hold
64
– – 0.01% 314
2025
Q1 		$4.72K Buy
+64
New +$4.66K ﹤0.01% 305

Other funds holding REG

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

MJT & Associates Financial Advisory's REG Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Regency Centers (REG) position steady in Q2 2026 at 133 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #196.

MJT & Associates Financial Advisory first reported a position in REG in Q1 2025 and has held it in 6 quarters since. 90 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • MJT & Associates Financial Advisory held 133 shares of Regency Centers worth $10.6K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Regency Centers share count unchanged in Q2 2026.
  • Regency Centers made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #196 holding.
  • MJT & Associates Financial Advisory first reported a position in Regency Centers in Q1 2025 and has held it in 6 quarters since.
  • 90 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.