Sequoia Financial Advisors’s Regency Centers REG Stock Holding History

Sequoia Financial Advisors’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	$577K	Sell	7,238 -1,023	-12%	-$80.4K	﹤0.01%	1256
2026 Q1	$625K	Buy	8,261 +1,332	+19%	+$99.3K	﹤0.01%	1137
2025 Q4	$478K	Sell	6,929 -3,098	-31%	-$217K	﹤0.01%	1304
2025 Q3	$731K	Sell	10,027 -1,907	-16%	-$136K	﹤0.01%	952
2025 Q2	$850K	Buy	+11,934	New	+$853K	0.01%	757
2024 Q1	–	Sell	-3,799	Closed	-$255K	–	1264
2023 Q4	$255K	Buy	+3,799	New	+$235K	﹤0.01%	998

Other funds holding REG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sequoia Financial Advisors's REG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Regency Centers (REG) stake by 12% in Q2 2026, selling an estimated $80.4K and leaving 7,238 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Sequoia Financial Advisors first reported a position in REG in Q4 2023 and has held it in 6 quarters since. The position peaked at $850K in Q2 2025. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Sequoia Financial Advisors held 7,238 shares of Regency Centers worth $577K as of Q2 2026.
Sequoia Financial Advisors sold 1,023 Regency Centers shares in Q2 2026, an estimated $80.4K.
Regency Centers made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1256 holding.
Sequoia Financial Advisors first reported a position in Regency Centers in Q4 2023 and has held it in 6 quarters since.
Sequoia Financial Advisors's Regency Centers position peaked at $850K in Q2 2025.
606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.