SOA Wealth Advisors’s Regency Centers REG Stock Holding History

SOA Wealth 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 Q1	$181	Hold	2	–	–	﹤0.01%	813
2025 Q4	$164	Hold	2	–	–	﹤0.01%	815
2025 Q3	$171	Hold	2	–	–	﹤0.01%	842
2025 Q2	$166	Hold	2	–	–	﹤0.01%	823
2025 Q1	$170	Hold	2	–	–	﹤0.01%	834
2024 Q4	$169	Hold	2	–	–	﹤0.01%	828
2024 Q3	$163	Hold	2	–	–	﹤0.01%	796
2024 Q2	$139	Hold	2	–	–	﹤0.01%	810
2024 Q1	$134	Hold	2	–	–	﹤0.01%	863
2023 Q4	$147	Hold	2	–	–	﹤0.01%	859
2023 Q3	$129	Hold	2	–	–	﹤0.01%	896
2023 Q2	$132	Hold	2	–	–	﹤0.01%	896
2023 Q1	$130	Hold	2	–	–	﹤0.01%	927
2022 Q4	$131	Sell	2 -6	-75%	-$369	﹤0.01%	927
2022 Q3	$0	Hold	8	–	–	﹤0.01%	962
2022 Q2	$0	Sell	8 -246	-97%	-$16.3K	﹤0.01%	991
2022 Q1	$18K	Hold	254	–	–	﹤0.01%	488
2021 Q4	$18K	Hold	254	–	–	﹤0.01%	460
2021 Q3	$17K	Buy	254 +35	+16%	+$2.32K	﹤0.01%	479
2021 Q2	$14K	Sell	219 -44	-17%	-$2.78K	﹤0.01%	517
2021 Q1	$14K	Buy	263 +48	+22%	+$2.5K	﹤0.01%	464
2020 Q4	$10K	Buy	+215	New	+$9.25K	﹤0.01%	518

Other funds holding REG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SOA Wealth Advisors's REG Position: Q1 2026 in Review

SOA Wealth Advisors held its Regency Centers (REG) position steady in Q1 2026 at 2 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #813.

SOA Wealth Advisors first reported a position in REG in Q4 2020 and has held it in 22 quarters since. The position peaked at $18K in Q1 2022. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

SOA Wealth Advisors held 2 shares of Regency Centers worth $181 as of Q1 2026.
SOA Wealth Advisors left its Regency Centers share count unchanged in Q1 2026.
Regency Centers made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #813 holding.
SOA Wealth Advisors first reported a position in Regency Centers in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Regency Centers position peaked at $18K in Q1 2022.
584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.