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Sagespring Wealth Partners’s Regency Centers REG Stock Holding History

Sagespring Wealth 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 		$236K Buy
+2,955
New +$232K ﹤0.01% 775
2025
Q4 		– Sell
-2,793
Closed -$204K – 805
2025
Q3 		$204K Buy
+2,793
New +$199K ﹤0.01% 718

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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sagespring Wealth Partners's REG Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in Regency Centers (REG) in Q2 2026: 2,955 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in REG as recently as Q3 2025.

Sagespring Wealth Partners first reported a position in REG in Q3 2025 and has held it in 2 quarters since. 289 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Sagespring Wealth Partners held 2,955 shares of Regency Centers worth $236K as of Q2 2026.
  • Regency Centers was a new Sagespring Wealth Partners position in Q2 2026.
  • Regency Centers made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #775 holding.
  • Sagespring Wealth Partners first reported a position in Regency Centers in Q3 2025 and has held it in 2 quarters since.
  • 289 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.