Optas LLC’s Regency Centers REG Stock Holding History

Optas LLC’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	$310K	Buy	4,102 +870	+27%	+$64.8K	0.05%	295
2025 Q4	$223K	Buy	+3,232	New	+$227K	0.03%	404

Other funds holding REG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Optas LLC's REG Position: Q1 2026 in Review

Optas LLC increased its Regency Centers (REG) stake by 27% in Q1 2026, buying an estimated $64.8K and bringing the position to 4,102 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #295.

Optas LLC first reported a position in REG in Q4 2025 and has held it in 2 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

Optas LLC held 4,102 shares of Regency Centers worth $310K as of Q1 2026.
Optas LLC bought 870 Regency Centers shares in Q1 2026, an estimated $64.8K.
Regency Centers made up 0.05% of Optas LLC's portfolio in Q1 2026, its #295 holding.
Optas LLC first reported a position in Regency Centers in Q4 2025 and has held it in 2 quarters since.
584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Optas LLC's 13F filing for Q1 2026, filed 27 Apr 2026.