ORG Partners’s Regency Centers REG Stock Holding History

ORG Partners’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 Q4	$5.18K	Buy	75 +62	+477%	+$4.35K	﹤0.01%	1213
2025 Q3	$945	Sell	13 -11	-46%	-$785	﹤0.01%	1397
2025 Q2	$1.71K	Buy	+24	New	+$1.72K	﹤0.01%	1263

Other funds holding REG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

ORG Partners's REG Position: Q4 2025 in Review

ORG Partners increased its Regency Centers (REG) stake by 477% in Q4 2025, buying an estimated $4.35K and bringing the position to 75 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

ORG Partners first reported a position in REG in Q2 2025 and has held it in 3 quarters since. 548 funds tracked by Wall St. Rank hold REG as of Q4 2025.

ORG Partners held 75 shares of Regency Centers worth $5.18K as of Q4 2025.
ORG Partners bought 62 Regency Centers shares in Q4 2025, an estimated $4.35K.
Regency Centers made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1213 holding.
ORG Partners first reported a position in Regency Centers in Q2 2025 and has held it in 3 quarters since.
548 funds tracked by Wall St. Rank held Regency Centers as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.