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Sargent Investment Group’s Regency Centers REG Stock Holding History

Sargent Investment Group’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 		$769K Buy
9,643
+10
+0.1% +$785 0.09% 137
2026
Q1 		$729K Sell
9,633
-2,880
-23% -$215K 0.1% 130
2025
Q4 		$864K Buy
+12,513
New +$877K 0.11% 125

Other funds holding REG

BlackRock
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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 $3.37T AUM 44.26% 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

Sargent Investment Group's REG Position: Q2 2026 in Review

Sargent Investment Group increased its Regency Centers (REG) stake by 0.1% in Q2 2026, buying an estimated $785 and bringing the position to 9,643 shares worth $769K. The position accounts for 0.09% of the portfolio, ranked #137.

Sargent Investment Group first reported a position in REG in Q4 2025 and has held it in 3 quarters since. The position peaked at $864K in Q4 2025. 611 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Sargent Investment Group held 9,643 shares of Regency Centers worth $769K as of Q2 2026.
  • Sargent Investment Group bought 10 Regency Centers shares in Q2 2026, an estimated $785.
  • Regency Centers made up 0.09% of Sargent Investment Group's portfolio in Q2 2026, its #137 holding.
  • Sargent Investment Group first reported a position in Regency Centers in Q4 2025 and has held it in 3 quarters since.
  • Sargent Investment Group's Regency Centers position peaked at $864K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Sargent Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.