Rialto Wealth Management’s Regency Centers REG Stock Holding History

Rialto 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 Q2	$2.79K	Buy	35 +15	+75%	+$1.18K	﹤0.01%	988
2026 Q1	$1.51K	Buy	+20	New	+$1.49K	﹤0.01%	976
2025 Q4	–	Sell	-7	Closed	-$511	–	1784
2025 Q3	$511	Sell	7 -20	-74%	-$1.43K	﹤0.01%	1226
2025 Q2	$1.92K	Buy	27 +6	+29%	+$429	﹤0.01%	622
2025 Q1	$1.55K	Buy	+21	New	+$1.53K	﹤0.01%	586

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

Rialto Wealth Management's REG Position: Q2 2026 in Review

Rialto Wealth Management increased its Regency Centers (REG) stake by 75% in Q2 2026, buying an estimated $1.18K and bringing the position to 35 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Rialto Wealth Management first reported a position in REG in Q1 2025 and has held it in 5 quarters since. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Rialto Wealth Management held 35 shares of Regency Centers worth $2.79K as of Q2 2026.
Rialto Wealth Management bought 15 Regency Centers shares in Q2 2026, an estimated $1.18K.
Regency Centers made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #988 holding.
Rialto Wealth Management first reported a position in Regency Centers in Q1 2025 and has held it in 5 quarters since.
606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.