PWM
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Proathlete Wealth Management’s Regency Centers REG Stock Holding History

Proathlete Wealth 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 		$133K Buy
1,755
+19
+1% +$1.42K 0.04% 80
2025
Q4 		$120K Buy
1,736
+17
+1% +$1.19K 0.03% 89
2025
Q3 		$125K Buy
1,719
+17
+1% +$1.21K 0.04% 83
2025
Q2 		$121K Buy
1,702
+16
+0.9% +$1.14K 0.04% 79
2025
Q1 		$124K Buy
+1,686
New +$123K 0.05% 74

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

Proathlete Wealth Management's REG Position: Q1 2026 in Review

Proathlete Wealth Management increased its Regency Centers (REG) stake by 1.1% in Q1 2026, buying an estimated $1.42K and bringing the position to 1,755 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #80.

Proathlete Wealth Management first reported a position in REG in Q1 2025 and has held it in 5 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Proathlete Wealth Management held 1,755 shares of Regency Centers worth $133K as of Q1 2026.
  • Proathlete Wealth Management bought 19 Regency Centers shares in Q1 2026, an estimated $1.42K.
  • Regency Centers made up 0.04% of Proathlete Wealth Management's portfolio in Q1 2026, its #80 holding.
  • Proathlete Wealth Management first reported a position in Regency Centers in Q1 2025 and has held it in 5 quarters since.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.