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Principal Securities’s Regency Centers REG Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,882
Closed -$137K – 3029
2025
Q3 		$137K Buy
1,882
+44
+2% +$3.14K ﹤0.01% 1454
2025
Q2 		$131K Buy
1,838
+478
+35% +$34.2K ﹤0.01% 1423
2025
Q1 		$101K Hold
1,360
– – ﹤0.01% 1440
2024
Q4 		$101K Buy
1,360
+306
+29% +$22.4K ﹤0.01% 1440
2024
Q3 		$76.1K Buy
1,054
+157
+18% +$10.9K ﹤0.01% 1512
2024
Q2 		$55.8K Sell
897
-541
-38% -$32.4K ﹤0.01% 1576
2024
Q1 		$87.1K Sell
1,438
-146
-9% -$9.04K ﹤0.01% 1335
2023
Q4 		$106K Buy
+1,584
New +$98K ﹤0.01% 1171

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Principal Securities's REG Position: Q4 2025 in Review

Principal Securities sold out of Regency Centers (REG) in Q4 2025, closing a stake of 1,882 shares — an estimated $137K sold.

Principal Securities first reported a position in REG in Q4 2023 and held it in 8 quarters. The position peaked at $137K in Q3 2025. 548 funds tracked by Wall St. Rank hold REG as of Q4 2025.

  • Principal Securities reported no remaining Regency Centers position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,882 Regency Centers shares in Q4 2025, an estimated $137K.
  • Principal Securities first reported a position in Regency Centers in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Regency Centers position peaked at $137K in Q3 2025.
  • 548 funds tracked by Wall St. Rank held Regency Centers as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.