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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
Q2 		$363K Buy
4,547
+773
+20% +$60.7K 0.08% 258
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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sagewood Asset Management's REG Position: Q2 2026 in Review

Sagewood Asset Management increased its Regency Centers (REG) stake by 20% in Q2 2026, buying an estimated $60.7K and bringing the position to 4,547 shares worth $363K. The position accounts for 0.08% of the portfolio, ranked #258.

Sagewood Asset Management first reported a position in REG in Q4 2025 and has held it in 3 quarters since. The position peaked at $366K in Q4 2025. 612 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Sagewood Asset Management held 4,547 shares of Regency Centers worth $363K as of Q2 2026.
  • Sagewood Asset Management bought 773 Regency Centers shares in Q2 2026, an estimated $60.7K.
  • Regency Centers made up 0.08% of Sagewood Asset Management's portfolio in Q2 2026, its #258 holding.
  • Sagewood Asset Management first reported a position in Regency Centers in Q4 2025 and has held it in 3 quarters since.
  • Sagewood Asset Management's Regency Centers position peaked at $366K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.