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Spire Wealth Management’s Regency Centers REG Stock Holding History

Spire 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
Q2 		$27.9K Hold
350
– – ﹤0.01% 1341
2026
Q1 		$26.5K Hold
350
– – ﹤0.01% 1336
2025
Q4 		$24.2K Sell
350
-15
-4% -$1.05K ﹤0.01% 1414
2025
Q3 		$26.6K Sell
365
-173
-32% -$12.3K ﹤0.01% 1434
2025
Q2 		$38.3K Hold
538
– – ﹤0.01% 1296
2025
Q1 		$39.7K Buy
538
+12
+2% +$873 ﹤0.01% 1364
2024
Q4 		$38.9K Buy
526
+3
+0.6% +$219 ﹤0.01% 1381
2024
Q3 		$37.8K Buy
523
+23
+5% +$1.59K ﹤0.01% 1221
2024
Q2 		$31.1K Sell
500
-6
-1% -$360 ﹤0.01% 1275
2024
Q1 		$30.6K Buy
506
+24
+5% +$1.49K ﹤0.01% 1382
2023
Q4 		$30.2K Buy
482
+3
+0.6% +$186 ﹤0.01% 1378
2023
Q3 		$28.5K Buy
479
+3
+0.6% +$189 ﹤0.01% 1373
2023
Q2 		$29.4K Hold
476
– – ﹤0.01% 1423
2023
Q1 		$29.1K Buy
476
+303
+175% +$19.1K ﹤0.01% 1441
2022
Q4 		$11K Hold
173
– – ﹤0.01% 1584
2022
Q3 		$9K Sell
173
-320
-65% -$19.6K ﹤0.01% 1607
2022
Q2 		$29K Buy
493
+17
+4% +$1.13K ﹤0.01% 1519
2022
Q1 		$34K Sell
476
-435
-48% -$30.4K ﹤0.01% 1607
2021
Q4 		$69K Buy
911
+305
+50% +$22K ﹤0.01% 1572
2021
Q3 		$41K Buy
606
+303
+100% +$20.1K ﹤0.01% 1567
2021
Q2 		$19K Sell
303
-305
-50% -$19.3K ﹤0.01% 1894
2021
Q1 		$35K Buy
+608
New +$31.7K ﹤0.01% 1905

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Vanguard Portfolio Management
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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

Spire Wealth Management's REG Position: Q2 2026 in Review

Spire Wealth Management held its Regency Centers (REG) position steady in Q2 2026 at 350 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Spire Wealth Management first reported a position in REG in Q1 2021 and has held it in 22 quarters since. The position peaked at $69K in Q4 2021. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Spire Wealth Management held 350 shares of Regency Centers worth $27.9K as of Q2 2026.
  • Spire Wealth Management left its Regency Centers share count unchanged in Q2 2026.
  • Regency Centers made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1341 holding.
  • Spire Wealth Management first reported a position in Regency Centers in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Regency Centers position peaked at $69K in Q4 2021.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.