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Planning Strategies’s Regency Centers REG Stock Holding History

Planning Strategies’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
Q2 		$1.36K Buy
+17
New +$1.33K ﹤0.01% 687

Other funds holding REG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Planning Strategies's REG Position: Q2 2026 in Review

Planning Strategies opened a new position in Regency Centers (REG) in Q2 2026: 17 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #687 among its holdings.

565 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Planning Strategies held 17 shares of Regency Centers worth $1.36K as of Q2 2026.
  • Regency Centers was a new Planning Strategies position in Q2 2026.
  • Regency Centers made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #687 holding.
  • 565 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.