SWM
REG icon

SHP Wealth Management’s Regency Centers REG Stock Holding History

SHP Wealth 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 		$227 Buy
+3
New +$224 ﹤0.01% 1721

Other funds holding REG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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 $113B AUM 38.87% 1-Year Est. Return

SHP Wealth Management's REG Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Regency Centers (REG) in Q1 2026: 3 shares worth $227. The stake represents ﹤0.01% of the portfolio and ranks #1721 among its holdings.

586 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • SHP Wealth Management held 3 shares of Regency Centers worth $227 as of Q1 2026.
  • Regency Centers was a new SHP Wealth Management position in Q1 2026.
  • Regency Centers made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1721 holding.
  • 586 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.