Principal Financial Group’s Regency Centers REG Stock Holding History

Principal Financial Group’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	$757M	Buy	10,004,796 +931,272	+10%	+$69.4M	0.4%	47
2025 Q4	$626M	Buy	9,073,524 +2,224	+0%	+$156K	0.32%	66
2025 Q3	$661M	Sell	9,071,300 -347,045	-4%	-$24.8M	0.33%	61
2025 Q2	$671M	Buy	9,418,345 +383,869	+4%	+$27.4M	0.35%	57
2025 Q1	$666M	Sell	9,034,476 -148,188	-2%	-$10.8M	0.37%	57
2024 Q4	$679M	Buy	9,182,664 +366,427	+4%	+$26.8M	0.37%	58
2024 Q3	$637M	Sell	8,816,237 -106,751	-1%	-$7.39M	0.35%	62
2024 Q2	$555M	Buy	8,922,988 +357,091	+4%	+$21.4M	0.33%	65
2024 Q1	$519M	Buy	8,565,897 +1,210,906	+16%	+$75M	0.3%	71
2023 Q4	$493M	Buy	7,354,991 +24,902	+0.3%	+$1.54M	0.31%	71
2023 Q3	$436M	Buy	7,330,089 +90,051	+1%	+$5.68M	0.31%	73
2023 Q2	$447M	Sell	7,240,038 -8,235	-0.1%	-$490K	0.31%	79
2023 Q1	$443M	Buy	7,248,273 +94,674	+1%	+$5.95M	0.32%	75
2022 Q4	$447M	Sell	7,153,599 -262,441	-4%	-$16.1M	0.34%	77
2022 Q3	$399M	Buy	7,416,040 +23,765	+0.3%	+$1.45M	0.32%	77
2022 Q2	$438M	Buy	7,392,275 +1,217,612	+20%	+$80.7M	0.32%	75
2022 Q1	$441M	Buy	6,174,663 +402,879	+7%	+$28.2M	0.28%	90
2021 Q4	$434M	Sell	5,771,784 -20,904	-0.4%	-$1.51M	0.26%	102
2021 Q3	$390M	Buy	5,792,688 +17,503	+0.3%	+$1.16M	0.25%	105
2021 Q2	$370M	Buy	5,775,185 +25,863	+0.4%	+$1.64M	0.24%	109
2021 Q1	$326M	Buy	5,749,322 +58,540	+1%	+$3.05M	0.23%	114
2020 Q4	$259M	Buy	5,690,782 +26,347	+0.5%	+$1.13M	0.19%	138
2020 Q3	$215M	Buy	5,664,435 +305,993	+6%	+$12.6M	0.18%	139
2020 Q2	$246M	Sell	5,358,442 -207,653	-4%	-$8.77M	0.22%	124
2020 Q1	$214M	Sell	5,566,095 -863,941	-13%	-$49.7M	0.24%	118
2019 Q4	$406M	Buy	6,430,036 +311,318	+5%	+$20.4M	0.34%	70
2019 Q3	$425M	Sell	6,118,718 -153,477	-2%	-$10.2M	0.37%	59
2019 Q2	$419M	Buy	6,272,195 +94,074	+2%	+$6.32M	0.38%	56
2019 Q1	$417M	Buy	6,178,121 +372,002	+6%	+$23.7M	0.39%	52
2018 Q4	$341M	Sell	5,806,119 -214,353	-4%	-$13.4M	0.36%	56
2018 Q3	$389M	Buy	6,020,472 +222,741	+4%	+$14.2M	0.34%	60
2018 Q2	$360M	Buy	5,797,731 +1,243,075	+27%	+$72.9M	0.33%	65
2018 Q1	$269M	Sell	4,554,656 -241,482	-5%	-$14.6M	0.26%	93
2017 Q4	$332M	Sell	4,796,138 -360,745	-7%	-$23.8M	0.31%	70
2017 Q3	$320M	Buy	5,156,883 +193,020	+4%	+$12.4M	0.31%	67
2017 Q2	$311M	Buy	4,963,863 +23,282	+0.5%	+$1.47M	0.31%	67
2017 Q1	$328M	Buy	4,940,581 +2,231,928	+82%	+$153M	0.39%	51
2016 Q4	$187M	Buy	2,708,653 +106,386	+4%	+$7.41M	0.24%	104
2016 Q3	$202M	Buy	2,602,267 +269,615	+12%	+$21.8M	0.27%	93
2016 Q2	$195M	Buy	2,332,652 +131,555	+6%	+$10.1M	0.27%	96
2016 Q1	$165M	Buy	2,201,097 +1,710,761	+349%	+$122M	0.24%	111
2015 Q4	$33.4M	Buy	490,336 +7,384	+2%	+$491K	0.05%	360
2015 Q3	$30M	Buy	482,952 +16,635	+4%	+$1.03M	0.05%	384
2015 Q2	$27.5M	Buy	466,317 +190,082	+69%	+$12.2M	0.04%	443
2015 Q1	$18.8M	Buy	276,235 +16,491	+6%	+$1.11M	0.03%	567
2014 Q4	$16.6M	Buy	259,744 +7,944	+3%	+$479K	0.03%	626
2014 Q3	$13.6M	Buy	251,800 +12,877	+5%	+$718K	0.02%	703
2014 Q2	$13.3M	Sell	238,923 -9,365	-4%	-$499K	0.02%	747
2014 Q1	$12.7M	Buy	248,288 +11,658	+5%	+$573K	0.02%	757
2013 Q4	$11M	Buy	236,630 +2,359	+1%	+$115K	0.02%	817
2013 Q3	$11.3M	Buy	234,271 +14,951	+7%	+$754K	0.02%	746
2013 Q2	$11.1M	Buy	+219,320	New	+$11.8M	0.02%	699

Other funds holding REG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Financial Group's REG Position: Q1 2026 in Review

Principal Financial Group increased its Regency Centers (REG) stake by 10% in Q1 2026, buying an estimated $69.4M and bringing the position to 10,004,796 shares worth $757M. The position accounts for 0.4% of the portfolio, ranked #47.

Principal Financial Group first reported a position in REG in Q2 2013 and has held it in 52 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

Principal Financial Group held 10,004,796 shares of Regency Centers worth $757M as of Q1 2026.
Principal Financial Group bought 931,272 Regency Centers shares in Q1 2026, an estimated $69.4M.
Regency Centers made up 0.4% of Principal Financial Group's portfolio in Q1 2026, its #47 holding.
Principal Financial Group first reported a position in Regency Centers in Q2 2013 and has held it in 52 quarters since.
584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.