Physician Wealth Advisors’s Regency Centers REG Stock Holding History

Physician Wealth Advisors’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	$3.67K	Buy	51 +37	+264%	+$2.86K	﹤0.01%	1259
2026 Q2	$1.12K	Sell	14 -13	-48%	-$1.02K	﹤0.01%	1789
2026 Q1	$2.04K	Sell	27 -17	-39%	-$1.27K	﹤0.01%	1345
2025 Q4	$3.04K	Hold	44	–	–	﹤0.01%	1131
2025 Q3	$3.21K	Buy	44 +30	+214%	+$2.14K	﹤0.01%	1049
2025 Q2	$998	Buy	+14	New	+$1K	﹤0.01%	1430

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

Physician Wealth Advisors's REG Position: Q3 2026 in Review

Physician Wealth Advisors increased its Regency Centers (REG) stake by 264% in Q3 2026, buying an estimated $2.86K and bringing the position to 51 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Physician Wealth Advisors first reported a position in REG in Q2 2025 and has held it in 6 quarters since. 275 funds tracked by Wall St. Rank hold REG as of Q3 2026.

Physician Wealth Advisors held 51 shares of Regency Centers worth $3.67K as of Q3 2026.
Physician Wealth Advisors bought 37 Regency Centers shares in Q3 2026, an estimated $2.86K.
Regency Centers made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1259 holding.
Physician Wealth Advisors first reported a position in Regency Centers in Q2 2025 and has held it in 6 quarters since.
275 funds tracked by Wall St. Rank held Regency Centers as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.