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Mowery & Schoenfeld Wealth Management’s Regency Centers REG Stock Holding History

Mowery & Schoenfeld 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 		– Sell
-60
Closed -$4.14K – 463
2025
Q4 		$4.14K Buy
+60
New +$4.21K 0.01% 341

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VCM
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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

Mowery & Schoenfeld Wealth Management's REG Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Regency Centers (REG) in Q1 2026, closing a stake of 60 shares — an estimated $4.14K sold.

Mowery & Schoenfeld Wealth Management first reported a position in REG in Q4 2025 and held it in 1 quarter. The position peaked at $4.14K in Q4 2025. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Regency Centers position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 60 Regency Centers shares in Q1 2026, an estimated $4.14K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Regency Centers in Q4 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Regency Centers position peaked at $4.14K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.