MV Capital Management’s Regency Centers REG Stock Holding History

MV Capital 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 Q2	$878	Sell	11 -3	-21%	-$236	﹤0.01%	937
2026 Q1	$1.06K	Buy	14 +3	+27%	+$224	﹤0.01%	855
2025 Q4	$760	Hold	11	–	–	﹤0.01%	870
2025 Q3	$802	Hold	11	–	–	﹤0.01%	816
2025 Q2	$784	Hold	11	–	–	﹤0.01%	805
2025 Q1	$812	Sell	11 -1	-8%	-$73	﹤0.01%	775
2024 Q4	$888	Buy	12 +1	+9%	+$73	﹤0.01%	760
2024 Q3	$795	Hold	11	–	–	﹤0.01%	768
2024 Q2	$685	Buy	11 +2	+22%	+$120	﹤0.01%	717
2024 Q1	$546	Hold	9	–	–	﹤0.01%	704
2023 Q4	$603	Hold	9	–	–	﹤0.01%	677
2023 Q3	$535	Hold	9	–	–	﹤0.01%	664
2023 Q2	$556	Sell	9 -937	-99%	-$55.8K	﹤0.01%	672
2023 Q1	$57.9K	Buy	946 +937	+10,411%	+$58.9K	0.01%	261
2022 Q4	$562	Hold	9	–	–	﹤0.01%	656
2022 Q3	$0	Sell	9 -1	-10%	-$61	﹤0.01%	697
2022 Q2	$1K	Buy	+10	New	+$663	﹤0.01%	664
2020 Q2	–	Sell	-57	Closed	-$2K	–	344
2020 Q1	$2K	Sell	57 -54	-49%	-$3.11K	﹤0.01%	304
2019 Q4	$7K	Buy	111 +90	+429%	+$5.91K	﹤0.01%	268
2019 Q3	$1K	Buy	+21	New	+$1.4K	﹤0.01%	382
2019 Q2	–	Hold	0	–	–	–	350

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

MV Capital Management's REG Position: Q2 2026 in Review

MV Capital Management reduced its Regency Centers (REG) stake by 21% in Q2 2026, selling an estimated $236 and leaving 11 shares worth $878. The position accounts for ﹤0.01% of the portfolio, ranked #937.

MV Capital Management first reported a position in REG in Q3 2019 and has held it in 20 quarters since. The position peaked at $57.9K in Q1 2023. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

MV Capital Management held 11 shares of Regency Centers worth $878 as of Q2 2026.
MV Capital Management sold 3 Regency Centers shares in Q2 2026, an estimated $236.
Regency Centers made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #937 holding.
MV Capital Management first reported a position in Regency Centers in Q3 2019 and has held it in 20 quarters since.
MV Capital Management's Regency Centers position peaked at $57.9K in Q1 2023.
606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.