Rise Advisors’s Regency Centers REG Stock Holding History

Rise 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
2025 Q4	–	Sell	-7	Closed	-$510	–	1135
2025 Q3	$510	Hold	7	–	–	﹤0.01%	1409
2025 Q2	$499	Hold	7	–	–	﹤0.01%	1418
2025 Q1	$516	Buy	+7	New	+$509	﹤0.01%	1367

Other funds holding REG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $95.5B AUM 28.4% 1-Year Est. Return

Rise Advisors's REG Position: Q4 2025 in Review

Rise Advisors sold out of Regency Centers (REG) in Q4 2025, closing a stake of 7 shares — an estimated $510 sold.

Rise Advisors first reported a position in REG in Q1 2025 and held it in 3 quarters. The position peaked at $516 in Q1 2025. 548 funds tracked by Wall St. Rank hold REG as of Q4 2025.

Rise Advisors reported no remaining Regency Centers position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 7 Regency Centers shares in Q4 2025, an estimated $510.
Rise Advisors first reported a position in Regency Centers in Q1 2025 and held it in 3 quarters.
Rise Advisors's Regency Centers position peaked at $516 in Q1 2025.
548 funds tracked by Wall St. Rank held Regency Centers as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.