Private Wealth Management Group’s Regency Centers REG Stock Holding History

Private Wealth Management 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 Q2	$1.2K	Hold	15	–	–	﹤0.01%	1268
2026 Q1	$1.14K	Hold	15	–	–	﹤0.01%	1225
2025 Q4	$1.04K	Hold	15	–	–	﹤0.01%	1260
2025 Q3	$1.09K	Hold	15	–	–	﹤0.01%	1263
2025 Q2	$1.07K	Hold	15	–	–	﹤0.01%	1269
2025 Q1	$1.11K	Hold	15	–	–	﹤0.01%	1236
2024 Q4	$1.11K	Hold	15	–	–	﹤0.01%	1269
2024 Q3	$1.08K	Hold	15	–	–	﹤0.01%	1259
2024 Q2	$933	Sell	15 -30	-67%	-$1.8K	﹤0.01%	1306
2024 Q1	$2.73K	Hold	45	–	–	﹤0.01%	843
2023 Q4	$3.02K	Buy	+45	New	+$2.78K	﹤0.01%	804

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

Private Wealth Management Group's REG Position: Q2 2026 in Review

Private Wealth Management Group held its Regency Centers (REG) position steady in Q2 2026 at 15 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Private Wealth Management Group first reported a position in REG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.02K in Q4 2023. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Private Wealth Management Group held 15 shares of Regency Centers worth $1.2K as of Q2 2026.
Private Wealth Management Group left its Regency Centers share count unchanged in Q2 2026.
Regency Centers made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1268 holding.
Private Wealth Management Group first reported a position in Regency Centers in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Regency Centers position peaked at $3.02K in Q4 2023.
606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.