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Richard Bernstein Advisors’s Regency Centers REG Stock Holding History

Richard Bernstein Advisors’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 		$1.99M Buy
+26,343
New +$1.96M 0.06% 76
2016
Q3 		– Sell
-37,749
Closed -$3.16M – 239
2016
Q2 		$3.16M Hold
37,749
– – 0.3% 90
2016
Q1 		$2.83M Buy
+37,749
New +$2.7M 0.28% 109

Other funds holding REG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Richard Bernstein Advisors's REG Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in Regency Centers (REG) in Q1 2026: 26,343 shares worth $1.99M. The stake represents 0.06% of the portfolio and ranks #76 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in REG as recently as Q2 2016.

Richard Bernstein Advisors first reported a position in REG in Q1 2016 and has held it in 3 quarters since. The position peaked at $3.16M in Q2 2016. 587 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Richard Bernstein Advisors held 26,343 shares of Regency Centers worth $1.99M as of Q1 2026.
  • Regency Centers was a new Richard Bernstein Advisors position in Q1 2026.
  • Regency Centers made up 0.06% of Richard Bernstein Advisors's portfolio in Q1 2026, its #76 holding.
  • Richard Bernstein Advisors first reported a position in Regency Centers in Q1 2016 and has held it in 3 quarters since.
  • Richard Bernstein Advisors's Regency Centers position peaked at $3.16M in Q2 2016.
  • 587 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.