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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Root Financial Partners's REG Position: Q1 2026 in Review

Root Financial Partners increased its Regency Centers (REG) stake by 722% in Q1 2026, buying an estimated $19.9K and bringing the position to 304 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Root Financial Partners first reported a position in REG in Q3 2025 and has held it in 3 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Root Financial Partners held 304 shares of Regency Centers worth $23K as of Q1 2026.
  • Root Financial Partners bought 267 Regency Centers shares in Q1 2026, an estimated $19.9K.
  • Regency Centers made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1238 holding.
  • Root Financial Partners first reported a position in Regency Centers in Q3 2025 and has held it in 3 quarters since.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.