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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Plato Investment Management's REG Position: Q1 2026 in Review

Plato Investment Management held its Regency Centers (REG) position steady in Q1 2026 at 8,659 shares worth $656K. The position accounts for 0.04% of the portfolio, ranked #324.

Plato Investment Management first reported a position in REG in Q1 2024 and has held it in 9 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Plato Investment Management held 8,659 shares of Regency Centers worth $656K as of Q1 2026.
  • Plato Investment Management left its Regency Centers share count unchanged in Q1 2026.
  • Regency Centers made up 0.04% of Plato Investment Management's portfolio in Q1 2026, its #324 holding.
  • Plato Investment Management first reported a position in Regency Centers in Q1 2024 and has held it in 9 quarters since.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.