Physician Wealth Advisors’s Regency Centers REG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Physician Wealth Advisors's REG Position: Q1 2026 in Review

Physician Wealth Advisors reduced its Regency Centers (REG) stake by 39% in Q1 2026, selling an estimated $1.27K and leaving 27 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Physician Wealth Advisors first reported a position in REG in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.21K in Q3 2025. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Physician Wealth Advisors held 27 shares of Regency Centers worth $2.04K as of Q1 2026.
  • Physician Wealth Advisors sold 17 Regency Centers shares in Q1 2026, an estimated $1.27K.
  • Regency Centers made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #1345 holding.
  • Physician Wealth Advisors first reported a position in Regency Centers in Q2 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Regency Centers position peaked at $3.21K in Q3 2025.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.