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Rothschild Investment LLC’s Regency Centers REG Stock Holding History

Rothschild Investment LLC’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 		$140K Buy
1,754
+1,435
+450% +$113K 0.01% 960
2026
Q1 		$24.1K Sell
319
-34
-10% -$2.53K ﹤0.01% 1346
2025
Q4 		$24.4K Buy
353
+232
+192% +$16.3K ﹤0.01% 1251
2025
Q3 		$8.82K Buy
121
+46
+61% +$3.28K ﹤0.01% 1490
2025
Q2 		$5.34K Hold
75
– – ﹤0.01% 1485
2025
Q1 		$5.53K Sell
75
-15
-17% -$1.09K ﹤0.01% 1390
2024
Q4 		$6.65K Buy
90
+5
+6% +$366 ﹤0.01% 1254
2024
Q3 		$6.14K Buy
85
+5
+6% +$346 ﹤0.01% 1230
2024
Q2 		$4.98K Sell
80
-25
-24% -$1.5K ﹤0.01% 1212
2024
Q1 		$6.36K Sell
105
-25
-19% -$1.55K ﹤0.01% 1110
2023
Q4 		$8.71K Buy
+130
New +$8.04K ﹤0.01% 1014

Other funds holding REG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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

Rothschild Investment LLC's REG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Regency Centers (REG) stake by 450% in Q2 2026, buying an estimated $113K and bringing the position to 1,754 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #960.

Rothschild Investment LLC first reported a position in REG in Q4 2023 and has held it in 11 quarters since. 460 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Rothschild Investment LLC held 1,754 shares of Regency Centers worth $140K as of Q2 2026.
  • Rothschild Investment LLC bought 1,435 Regency Centers shares in Q2 2026, an estimated $113K.
  • Regency Centers made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #960 holding.
  • Rothschild Investment LLC first reported a position in Regency Centers in Q4 2023 and has held it in 11 quarters since.
  • 460 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.