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Naples Global Advisors’s Regency Centers REG Stock Holding History

Naples Global 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 		$706K Sell
8,813
-104
-1% -$8.17K 0.04% 290
2026
Q1 		$678K Sell
8,917
-416
-4% -$31K 0.05% 276
2025
Q4 		$651K Hold
9,333
– – 0.05% 283
2025
Q3 		$683K Sell
9,333
-216
-2% -$15.4K 0.05% 283
2025
Q2 		$683K Sell
9,549
-86
-0.9% -$6.15K 0.06% 268
2025
Q1 		$714K Hold
9,635
– – 0.07% 253
2024
Q4 		$719K Hold
9,635
– – 0.07% 256
2024
Q3 		$702K Sell
9,635
-276
-3% -$19.1K 0.07% 257
2024
Q2 		$623K Sell
9,911
-173
-2% -$10.4K 0.06% 256
2024
Q1 		$617K Sell
10,084
-463
-4% -$28.7K 0.06% 260
2023
Q4 		$716K Sell
10,547
-3,441
-25% -$213K 0.08% 244
2023
Q3 		$841K Buy
+13,988
New +$883K 0.1% 222

Other funds holding REG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Naples Global Advisors's REG Position: Q2 2026 in Review

Naples Global Advisors reduced its Regency Centers (REG) stake by 1.2% in Q2 2026, selling an estimated $8.17K and leaving 8,813 shares worth $706K. The position accounts for 0.04% of the portfolio, ranked #290.

Naples Global Advisors first reported a position in REG in Q3 2023 and has held it in 12 quarters since. The position peaked at $841K in Q3 2023. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Naples Global Advisors held 8,813 shares of Regency Centers worth $706K as of Q2 2026.
  • Naples Global Advisors sold 104 Regency Centers shares in Q2 2026, an estimated $8.17K.
  • Regency Centers made up 0.04% of Naples Global Advisors's portfolio in Q2 2026, its #290 holding.
  • Naples Global Advisors first reported a position in Regency Centers in Q3 2023 and has held it in 12 quarters since.
  • Naples Global Advisors's Regency Centers position peaked at $841K in Q3 2023.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.