MPWM Advisory Solutions’s Regency Centers REG Stock Holding History

MPWM Advisory Solutions’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
2025 Q2	–	Sell	-8	Closed	-$590	–	707
2025 Q1	$590	Hold	8	–	–	﹤0.01%	616
2024 Q4	$591	Buy	+8	New	+$585	﹤0.01%	642

Other funds holding REG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

MPWM Advisory Solutions's REG Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Regency Centers (REG) in Q2 2025, closing a stake of 8 shares — an estimated $590 sold.

MPWM Advisory Solutions first reported a position in REG in Q4 2024 and held it in 2 quarters. The position peaked at $591 in Q4 2024. 515 funds tracked by Wall St. Rank hold REG as of Q2 2025.

MPWM Advisory Solutions reported no remaining Regency Centers position as of Q2 2025 after selling out during the quarter.
MPWM Advisory Solutions sold 8 Regency Centers shares in Q2 2025, an estimated $590.
MPWM Advisory Solutions first reported a position in Regency Centers in Q4 2024 and held it in 2 quarters.
MPWM Advisory Solutions's Regency Centers position peaked at $591 in Q4 2024.
515 funds tracked by Wall St. Rank held Regency Centers as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.