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Plato Investment Management’s Regency Centers REG Stock Holding History

Plato Investment Management’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 		$685K Sell
8,635
-24
-0.3% -$1.89K 0.04% 321
2026
Q1 		$656K Hold
8,659
– – 0.04% 324
2025
Q4 		$601K Hold
8,659
– – 0.04% 328
2025
Q3 		$626K Hold
8,659
– – 0.04% 323
2025
Q2 		$615K Buy
8,659
+2
+0% +$143 0.05% 320
2025
Q1 		$645K Hold
8,657
– – 0.05% 299
2024
Q4 		$642K Hold
8,657
– – 0.05% 314
2024
Q3 		$625K Hold
8,657
– – 0.05% 294
2024
Q2 		$538K Hold
8,657
– – 0.05% 270
2024
Q1 		$524K Buy
+8,657
New +$536K 0.05% 263

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 $3.38T AUM 44.17% 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

Plato Investment Management's REG Position: Q2 2026 in Review

Plato Investment Management reduced its Regency Centers (REG) stake by 0.28% in Q2 2026, selling an estimated $1.89K and leaving 8,635 shares worth $685K. The position accounts for 0.04% of the portfolio, ranked #321.

Plato Investment Management first reported a position in REG in Q1 2024 and has held it in 10 quarters since. 612 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Plato Investment Management held 8,635 shares of Regency Centers worth $685K as of Q2 2026.
  • Plato Investment Management sold 24 Regency Centers shares in Q2 2026, an estimated $1.89K.
  • Regency Centers made up 0.04% of Plato Investment Management's portfolio in Q2 2026, its #321 holding.
  • Plato Investment Management first reported a position in Regency Centers in Q1 2024 and has held it in 10 quarters since.
  • 612 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.