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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
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
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

Sargent Investment Group's REG Position: Q1 2026 in Review

Sargent Investment Group reduced its Regency Centers (REG) stake by 23% in Q1 2026, selling an estimated $215K and leaving 9,633 shares worth $729K. The position accounts for 0.1% of the portfolio, ranked #130.

Sargent Investment Group first reported a position in REG in Q4 2025 and has held it in 2 quarters since. The position peaked at $864K in Q4 2025. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Sargent Investment Group held 9,633 shares of Regency Centers worth $729K as of Q1 2026.
  • Sargent Investment Group sold 2,880 Regency Centers shares in Q1 2026, an estimated $215K.
  • Regency Centers made up 0.1% of Sargent Investment Group's portfolio in Q1 2026, its #130 holding.
  • Sargent Investment Group first reported a position in Regency Centers in Q4 2025 and has held it in 2 quarters since.
  • Sargent Investment Group's Regency Centers position peaked at $864K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.