Ray Dalio’s Regency Centers REG Stock Holding History

Ray Dalio’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	$468K	Buy	+6,189	New	+$461K	﹤0.01%	895
2022 Q4	–	Sell	-43,218	Closed	-$2.33M	–	917
2022 Q3	$2.33M	Buy	43,218 +125	+0.3%	+$7.64K	0.01%	529
2022 Q2	$2.56M	Sell	43,093 -43,000	-50%	-$2.85M	0.01%	625
2022 Q1	$6.14M	Buy	86,093 +73,000	+558%	+$5.11M	0.02%	414
2021 Q4	$987K	Buy	+13,093	New	+$945K	0.01%	578
2021 Q2	–	Sell	-7,577	Closed	-$430K	–	756
2021 Q1	$430K	Buy	+7,577	New	+$395K	﹤0.01%	387
2019 Q1	–	Sell	-22,170	Closed	-$1.3M	–	466
2018 Q4	$1.3M	Buy	22,170 +17,940	+424%	+$1.12M	0.01%	300
2018 Q3	$274K	Sell	4,230 -4,746	-53%	-$303K	﹤0.01%	316
2018 Q2	$557K	Sell	8,976 -4,294	-32%	-$252K	0.01%	330
2018 Q1	$783K	Buy	+13,270	New	+$802K	0.01%	331
2015 Q3	–	Sell	-13,600	Closed	-$802K	–	481
2015 Q2	$802K	Buy	+13,600	New	+$870K	0.01%	239

Other funds holding REG

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $113B AUM 38.87% 1-Year Est. Return

Ray Dalio's REG Position: Q1 2026 in Review

Ray Dalio opened a new position in Regency Centers (REG) in Q1 2026: 6,189 shares worth $468K. The stake represents ﹤0.01% of the portfolio and ranks #895 among its holdings. This is a return to the name: Ray Dalio previously reported a position in REG as recently as Q3 2022.

Ray Dalio first reported a position in REG in Q2 2015 and has held it in 11 quarters since. The position peaked at $6.14M in Q1 2022. 586 funds tracked by Wall St. Rank hold REG as of Q1 2026.

Ray Dalio held 6,189 shares of Regency Centers worth $468K as of Q1 2026.
Regency Centers was a new Ray Dalio position in Q1 2026.
Regency Centers made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #895 holding.
Ray Dalio first reported a position in Regency Centers in Q2 2015 and has held it in 11 quarters since.
Ray Dalio's Regency Centers position peaked at $6.14M in Q1 2022.
586 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.