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Nicola Wealth Management’s Regency Centers REG Stock Holding History

Nicola Wealth Management’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
2025
Q3 		– Sell
-17,900
Closed -$1.28M – 101
2025
Q2 		$1.28M Hold
17,900
– – 0.12% 90
2025
Q1 		$1.32M Sell
17,900
-4,600
-20% -$335K 0.13% 94
2024
Q4 		$2.39M Buy
+22,500
New +$1.65M 0.23% 80

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nicola Wealth Management's REG Position: Q3 2025 in Review

Nicola Wealth Management sold out of Regency Centers (REG) in Q3 2025, closing a stake of 17,900 shares — an estimated $1.28M sold.

Nicola Wealth Management first reported a position in REG in Q4 2024 and held it in 3 quarters. The position peaked at $2.39M in Q4 2024. 522 funds tracked by Wall St. Rank hold REG as of Q3 2025.

  • Nicola Wealth Management reported no remaining Regency Centers position as of Q3 2025 after selling out during the quarter.
  • Nicola Wealth Management sold 17,900 Regency Centers shares in Q3 2025, an estimated $1.28M.
  • Nicola Wealth Management first reported a position in Regency Centers in Q4 2024 and held it in 3 quarters.
  • Nicola Wealth Management's Regency Centers position peaked at $2.39M in Q4 2024.
  • 522 funds tracked by Wall St. Rank held Regency Centers as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.