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Sagewood Asset Management’s Regency Centers REG Stock Holding History

Sagewood Asset 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
2026
Q1 		$286K Sell
3,774
-1,533
-29% -$114K 0.09% 235
2025
Q4 		$366K Buy
+5,307
New +$372K 0.13% 137

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

Sagewood Asset Management's REG Position: Q1 2026 in Review

Sagewood Asset Management reduced its Regency Centers (REG) stake by 29% in Q1 2026, selling an estimated $114K and leaving 3,774 shares worth $286K. The position accounts for 0.09% of the portfolio, ranked #235.

Sagewood Asset Management first reported a position in REG in Q4 2025 and has held it in 2 quarters since. The position peaked at $366K in Q4 2025. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Sagewood Asset Management held 3,774 shares of Regency Centers worth $286K as of Q1 2026.
  • Sagewood Asset Management sold 1,533 Regency Centers shares in Q1 2026, an estimated $114K.
  • Regency Centers made up 0.09% of Sagewood Asset Management's portfolio in Q1 2026, its #235 holding.
  • Sagewood Asset Management first reported a position in Regency Centers in Q4 2025 and has held it in 2 quarters since.
  • Sagewood Asset Management's Regency Centers position peaked at $366K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Sagewood Asset Management's 13F filing for Q1 2026, filed 13 May 2026.