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Root Financial Partners’s Regency Centers REG Stock Holding History

Root Financial Partners’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 		– Sell
-304
Closed -$23K – 2533
2026
Q1 		$23K Buy
304
+267
+722% +$19.9K ﹤0.01% 1238
2025
Q4 		$2.55K Buy
37
+12
+48% +$841 ﹤0.01% 1950
2025
Q3 		$1.82K Buy
+25
New +$1.78K ﹤0.01% 1969

Other funds holding REG

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Norges Bank
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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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Root Financial Partners's REG Position: Q2 2026 in Review

Root Financial Partners sold out of Regency Centers (REG) in Q2 2026, closing a stake of 304 shares — an estimated $23K sold.

Root Financial Partners first reported a position in REG in Q3 2025 and held it in 3 quarters. The position peaked at $23K in Q1 2026. 611 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Root Financial Partners reported no remaining Regency Centers position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 304 Regency Centers shares in Q2 2026, an estimated $23K.
  • Root Financial Partners first reported a position in Regency Centers in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Regency Centers position peaked at $23K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.