Mount Yale Investment Advisors’s Regency Centers REG Stock Holding History

Mount Yale Investment Advisors’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	$332K	Buy	4,129 +601	+17%	+$47.2K	0.01%	942
2026 Q1	$270K	Sell	3,528 -1,396	-28%	-$104K	0.01%	943
2025 Q4	$344K	Buy	+4,924	New	+$345K	0.02%	558
2025 Q3	–	Sell	-80	Closed	-$5.7K	–	1396
2025 Q2	$5.7K	Buy	+80	New	+$5.72K	﹤0.01%	1221
2018 Q2	–	Sell	-797	Closed	-$47K	–	1000
2018 Q1	$47K	Buy	+797	New	+$48.1K	0.01%	626

Other funds holding REG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mount Yale Investment Advisors's REG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Regency Centers (REG) stake by 17% in Q2 2026, buying an estimated $47.2K and bringing the position to 4,129 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #942.

Mount Yale Investment Advisors first reported a position in REG in Q1 2018 and has held it in 5 quarters since. The position peaked at $344K in Q4 2025. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Mount Yale Investment Advisors held 4,129 shares of Regency Centers worth $332K as of Q2 2026.
Mount Yale Investment Advisors bought 601 Regency Centers shares in Q2 2026, an estimated $47.2K.
Regency Centers made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #942 holding.
Mount Yale Investment Advisors first reported a position in Regency Centers in Q1 2018 and has held it in 5 quarters since.
Mount Yale Investment Advisors's Regency Centers position peaked at $344K in Q4 2025.
606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.