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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
Q3 		$9.56K Hold
133
– – 0.01% 198
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

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

MJT & Associates Financial Advisory's REG Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Regency Centers (REG) position steady in Q3 2026 at 133 shares worth $9.56K. The position accounts for 0.01% of the portfolio, ranked #198.

MJT & Associates Financial Advisory first reported a position in REG in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.6K in Q2 2026. 10 funds tracked by Wall St. Rank hold REG as of Q3 2026.

  • MJT & Associates Financial Advisory held 133 shares of Regency Centers worth $9.56K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Regency Centers share count unchanged in Q3 2026.
  • Regency Centers made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #198 holding.
  • MJT & Associates Financial Advisory first reported a position in Regency Centers in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Regency Centers position peaked at $10.6K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Regency Centers as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.