NW
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NewEdge Wealth’s Regency Centers REG Stock Holding History

NewEdge 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 		– Sell
-2,928
Closed -$202K – 1259
2025
Q4 		$202K Buy
+2,928
New +$205K ﹤0.01% 1152
2025
Q3 		– Sell
-2,768
Closed -$201K – 1058
2025
Q2 		$201K Sell
2,768
-358
-11% -$25.6K ﹤0.01% 932
2025
Q1 		$231K Sell
3,126
-602
-16% -$43.8K ﹤0.01% 852
2024
Q4 		$276K Sell
3,728
-26
-0.7% -$1.9K ﹤0.01% 787
2024
Q3 		$271K Buy
3,754
+46
+1% +$3.18K ﹤0.01% 750
2024
Q2 		$231K Sell
3,708
-268
-7% -$16.1K 0.01% 701
2024
Q1 		$239K Sell
3,976
-132
-3% -$8.18K 0.01% 719
2023
Q4 		$275K Buy
+4,108
New +$254K 0.01% 637

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

NewEdge Wealth's REG Position: Q1 2026 in Review

NewEdge Wealth sold out of Regency Centers (REG) in Q1 2026, closing a stake of 2,928 shares — an estimated $202K sold.

NewEdge Wealth first reported a position in REG in Q4 2023 and held it in 8 quarters. The position peaked at $276K in Q4 2024. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • NewEdge Wealth reported no remaining Regency Centers position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 2,928 Regency Centers shares in Q1 2026, an estimated $202K.
  • NewEdge Wealth first reported a position in Regency Centers in Q4 2023 and held it in 8 quarters.
  • NewEdge Wealth's Regency Centers position peaked at $276K in Q4 2024.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.