MWM
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Moran Wealth Management’s Regency Centers REG Stock Holding History

Moran Wealth Management’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
Q1 		$1.16M Sell
15,350
-7,194
-32% -$536K 0.04% 349
2025
Q4 		$1.56M Sell
22,544
-367
-2% -$25.7K 0.05% 311
2025
Q3 		$1.67M Sell
22,911
-339
-1% -$24.2K 0.05% 291
2025
Q2 		$1.66M Sell
23,250
-200
-0.9% -$14.3K 0.05% 293
2025
Q1 		$1.73M Sell
23,450
-236
-1% -$17.2K 0.06% 277
2024
Q4 		$1.75M Sell
23,686
-223
-0.9% -$16.3K 0.06% 260
2024
Q3 		$1.73M Sell
23,909
-22
-0.1% -$1.52K 0.05% 266
2024
Q2 		$1.49M Sell
23,931
-957
-4% -$57.4K 0.05% 261
2024
Q1 		$1.51M Sell
24,888
-859
-3% -$53.2K 0.05% 269
2023
Q4 		$1.73M Sell
25,747
-290,668
-92% -$18M 0.06% 259
2023
Q3 		$18.8M Buy
+316,415
New +$20M 0.73% 39

Other funds holding REG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Moran Wealth Management's REG Position: Q1 2026 in Review

Moran Wealth Management reduced its Regency Centers (REG) stake by 32% in Q1 2026, selling an estimated $536K and leaving 15,350 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #349.

Moran Wealth Management first reported a position in REG in Q3 2023 and has held it in 11 quarters since. The position peaked at $18.8M in Q3 2023. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Moran Wealth Management held 15,350 shares of Regency Centers worth $1.16M as of Q1 2026.
  • Moran Wealth Management sold 7,194 Regency Centers shares in Q1 2026, an estimated $536K.
  • Regency Centers made up 0.04% of Moran Wealth Management's portfolio in Q1 2026, its #349 holding.
  • Moran Wealth Management first reported a position in Regency Centers in Q3 2023 and has held it in 11 quarters since.
  • Moran Wealth Management's Regency Centers position peaked at $18.8M in Q3 2023.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.