Principia Wealth Advisory’s Regency Centers REG Stock Holding History

Principia Wealth Advisory’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	$478	Hold	6	–	–	﹤0.01%	899
2026 Q1	$454	Hold	6	–	–	﹤0.01%	866
2025 Q4	$414	Hold	6	–	–	﹤0.01%	845
2025 Q3	$437	Buy	+6	New	+$428	﹤0.01%	812

Other funds holding REG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principia Wealth Advisory's REG Position: Q2 2026 in Review

Principia Wealth Advisory held its Regency Centers (REG) position steady in Q2 2026 at 6 shares worth $478. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Principia Wealth Advisory first reported a position in REG in Q3 2025 and has held it in 4 quarters since. 612 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Principia Wealth Advisory held 6 shares of Regency Centers worth $478 as of Q2 2026.
Principia Wealth Advisory left its Regency Centers share count unchanged in Q2 2026.
Regency Centers made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #899 holding.
Principia Wealth Advisory first reported a position in Regency Centers in Q3 2025 and has held it in 4 quarters since.
612 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.