RWM
REG icon

Ritholtz Wealth Management’s Regency Centers REG Stock Holding History

Ritholtz 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
2025
Q3 		– Sell
-2,932
Closed -$209K – 1103
2025
Q2 		$209K Sell
2,932
-991
-25% -$70.8K ﹤0.01% 901
2025
Q1 		$289K Buy
3,923
+1,124
+40% +$81.8K 0.01% 757
2024
Q4 		$207K Buy
+2,799
New +$205K 0.01% 804
2023
Q1 		– Sell
-3,244
Closed -$203K – 663
2022
Q4 		$203K Sell
3,244
-4,890
-60% -$300K 0.01% 535
2022
Q3 		$438K Buy
8,134
+276
+4% +$16.9K 0.02% 433
2022
Q2 		$466K Buy
7,858
+1,238
+19% +$82.1K 0.03% 334
2022
Q1 		$472K Sell
6,620
-1,343
-17% -$94K 0.03% 319
2021
Q4 		$600K Buy
7,963
+3,112
+64% +$225K 0.04% 260
2021
Q3 		$327K Buy
+4,851
New +$321K 0.02% 352

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ritholtz Wealth Management's REG Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of Regency Centers (REG) in Q3 2025, closing a stake of 2,932 shares — an estimated $209K sold.

Ritholtz Wealth Management first reported a position in REG in Q3 2021 and held it in 9 quarters. The position peaked at $600K in Q4 2021. 522 funds tracked by Wall St. Rank hold REG as of Q3 2025.

  • Ritholtz Wealth Management reported no remaining Regency Centers position as of Q3 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 2,932 Regency Centers shares in Q3 2025, an estimated $209K.
  • Ritholtz Wealth Management first reported a position in Regency Centers in Q3 2021 and held it in 9 quarters.
  • Ritholtz Wealth Management's Regency Centers position peaked at $600K in Q4 2021.
  • 522 funds tracked by Wall St. Rank held Regency Centers as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.