Next Level Wealth Planning’s Regency Centers REG Stock Holding History

Next Level Wealth Planning’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 Q3	$15.2K	Buy	+212	New	+$16.4K	0.01%	295

Other funds holding REG

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Next Level Wealth Planning's REG Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Regency Centers (REG) in Q3 2026: 212 shares worth $15.2K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings.

275 funds tracked by Wall St. Rank hold REG as of Q3 2026.

Next Level Wealth Planning held 212 shares of Regency Centers worth $15.2K as of Q3 2026.
Regency Centers was a new Next Level Wealth Planning position in Q3 2026.
Regency Centers made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #295 holding.
275 funds tracked by Wall St. Rank held Regency Centers as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.