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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Naviter Wealth's REG Position: Q1 2026 in Review

Naviter Wealth reduced its Regency Centers (REG) stake by 2.9% in Q1 2026, selling an estimated $18.7K and leaving 8,513 shares worth $651K. The position accounts for 0.08% of the portfolio, ranked #187.

Naviter Wealth first reported a position in REG in Q3 2022 and has held it in 13 quarters since. The position peaked at $819K in Q3 2024. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Naviter Wealth held 8,513 shares of Regency Centers worth $651K as of Q1 2026.
  • Naviter Wealth sold 251 Regency Centers shares in Q1 2026, an estimated $18.7K.
  • Regency Centers made up 0.08% of Naviter Wealth's portfolio in Q1 2026, its #187 holding.
  • Naviter Wealth first reported a position in Regency Centers in Q3 2022 and has held it in 13 quarters since.
  • Naviter Wealth's Regency Centers position peaked at $819K in Q3 2024.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.