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Naviter Wealth’s Regency Centers REG Stock Holding History

Naviter Wealth’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 		$815K Buy
10,124
+1,611
+19% +$127K 0.07% 185
2026
Q1 		$651K Sell
8,513
-251
-3% -$18.7K 0.08% 187
2025
Q4 		$612K Sell
8,764
-823
-9% -$57.7K 0.08% 185
2025
Q3 		$706K Buy
9,587
+975
+11% +$69.5K 0.08% 175
2025
Q2 		$615K Buy
+8,612
New +$615K 0.08% 186
2024
Q4 		– Sell
-11,237
Closed -$819K – 302
2024
Q3 		$819K Sell
11,237
-648
-5% -$44.8K 0.11% 167
2024
Q2 		$747K Buy
11,885
+984
+9% +$59K 0.11% 175
2024
Q1 		$667K Buy
10,901
+218
+2% +$13.5K 0.11% 182
2023
Q4 		$722K Buy
10,683
+2,078
+24% +$129K 0.15% 159
2023
Q3 		$517K Buy
8,605
+684
+9% +$43.2K 0.12% 170
2023
Q2 		$494K Buy
7,921
+1,100
+16% +$65.5K 0.13% 178
2023
Q1 		$421K Buy
6,821
+1,720
+34% +$108K 0.15% 163
2022
Q4 		$336K Buy
5,101
+1,093
+27% +$67.1K 0.09% 177
2022
Q3 		$218K Buy
+4,008
New +$245K 0.09% 176

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

Naviter Wealth's REG Position: Q2 2026 in Review

Naviter Wealth increased its Regency Centers (REG) stake by 19% in Q2 2026, buying an estimated $127K and bringing the position to 10,124 shares worth $815K. The position accounts for 0.07% of the portfolio, ranked #185.

Naviter Wealth first reported a position in REG in Q3 2022 and has held it in 14 quarters since. The position peaked at $819K in Q3 2024. 611 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Naviter Wealth held 10,124 shares of Regency Centers worth $815K as of Q2 2026.
  • Naviter Wealth bought 1,611 Regency Centers shares in Q2 2026, an estimated $127K.
  • Regency Centers made up 0.07% of Naviter Wealth's portfolio in Q2 2026, its #185 holding.
  • Naviter Wealth first reported a position in Regency Centers in Q3 2022 and has held it in 14 quarters since.
  • Naviter Wealth's Regency Centers position peaked at $819K in Q3 2024.
  • 611 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.