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Sound Income Strategies’s Regency Centers REG Stock Holding History

Sound Income Strategies’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 		– Sell
-160
Closed -$12.2K – 1957
2026
Q1 		$12.2K Hold
160
– – ﹤0.01% 1417
2025
Q4 		$11.4K Buy
160
+142
+789% +$9.96K ﹤0.01% 1394
2025
Q3 		$1.28K Hold
18
– – ﹤0.01% 1412
2025
Q2 		$1.28K Hold
18
– – ﹤0.01% 1329
2025
Q1 		$1.33K Hold
18
– – ﹤0.01% 1303
2024
Q4 		$1.33K Hold
18
– – ﹤0.01% 1240
2024
Q3 		$1.3K Hold
18
– – ﹤0.01% 1205
2024
Q2 		$1.12K Hold
18
– – ﹤0.01% 1188
2024
Q1 		$1.09K Hold
18
– – ﹤0.01% 1166
2023
Q4 		$1.21K Hold
18
– – ﹤0.01% 1144
2023
Q3 		$1.07K Buy
+18
New +$1.14K ﹤0.01% 991

Other funds holding REG

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

Sound Income Strategies's REG Position: Q2 2026 in Review

Sound Income Strategies sold out of Regency Centers (REG) in Q2 2026, closing a stake of 160 shares — an estimated $12.2K sold.

Sound Income Strategies first reported a position in REG in Q3 2023 and held it in 11 quarters. The position peaked at $12.2K in Q1 2026. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Sound Income Strategies reported no remaining Regency Centers position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 160 Regency Centers shares in Q2 2026, an estimated $12.2K.
  • Sound Income Strategies first reported a position in Regency Centers in Q3 2023 and held it in 11 quarters.
  • Sound Income Strategies's Regency Centers position peaked at $12.2K in Q1 2026.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.