Spirit of America Management Corp’s Regency Centers REG Stock Holding History

Spirit of America Management Corp’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	$1.38M	Buy	17,300 +1,000	+6%	+$78.5K	0.26%	103
2026 Q1	$1.23M	Buy	16,300 +2,900	+22%	+$216K	0.24%	109
2025 Q4	$925K	Hold	13,400	–	–	0.2%	132
2025 Q3	$977K	Hold	13,400	–	–	0.2%	131
2025 Q2	$954K	Hold	13,400	–	–	0.2%	131
2025 Q1	$988K	Hold	13,400	–	–	0.2%	117
2024 Q4	$991K	Hold	13,400	–	–	0.2%	114
2024 Q3	$968K	Hold	13,400	–	–	0.19%	116
2024 Q2	$833K	Sell	13,400 -1,400	-9%	-$83.9K	0.17%	114
2024 Q1	$896K	Hold	14,800	–	–	0.18%	115
2023 Q4	$992K	Sell	14,800 -500	-3%	-$30.9K	0.22%	102
2023 Q3	$909K	Sell	15,300 -2,300	-13%	-$145K	0.21%	93
2023 Q2	$1.09M	Sell	17,600 -6,900	-28%	-$411K	0.25%	91
2023 Q1	$1.5M	Sell	24,500 -5,500	-18%	-$346K	0.34%	77
2022 Q4	$1.88M	Hold	30,000	–	–	0.42%	62
2022 Q3	$1.62M	Hold	30,000	–	–	0.38%	73
2022 Q2	$1.78M	Hold	30,000	–	–	0.4%	70
2022 Q1	$2.14M	Buy	30,000 +3,900	+15%	+$273K	0.42%	68
2021 Q4	$1.97M	Buy	26,100 +1,500	+6%	+$108K	0.4%	77
2021 Q3	$1.66M	Buy	24,600 +1,300	+6%	+$86.1K	0.36%	86
2021 Q2	$1.49M	Buy	23,300 +12,600	+118%	+$797K	0.32%	88
2021 Q1	$607K	Hold	10,700	–	–	0.14%	133
2020 Q4	$488K	Hold	10,700	–	–	0.12%	145
2020 Q3	$407K	Hold	10,700	–	–	0.11%	143
2020 Q2	$491K	Sell	10,700 -1,000	-9%	-$42.2K	0.13%	135
2020 Q1	$450K	Sell	11,700 -500	-4%	-$28.8K	0.14%	131
2019 Q4	$770K	Sell	12,200 -200	-2%	-$13.1K	0.13%	133
2019 Q3	$862K	Sell	12,400 -1,100	-8%	-$73.2K	0.14%	128
2019 Q2	$901K	Sell	13,500 -3,600	-21%	-$242K	0.14%	124
2019 Q1	$1.15M	Sell	17,100 -1,500	-8%	-$95.7K	0.17%	113
2018 Q4	$1.09M	Hold	18,600	–	–	0.17%	113
2018 Q3	$1.2M	Sell	18,600 -200	-1%	-$12.7K	0.15%	118
2018 Q2	$1.17M	Sell	18,800 -1,000	-5%	-$58.7K	0.14%	122
2018 Q1	$1.17M	Hold	19,800	–	–	0.15%	120
2017 Q4	$1.37M	Hold	19,800	–	–	0.15%	114
2017 Q3	$1.23M	Sell	19,800 -200	-1%	-$12.9K	0.13%	119
2017 Q2	$1.25M	Hold	20,000	–	–	0.14%	115
2017 Q1	$1.33M	Hold	20,000	–	–	0.14%	109
2016 Q4	$1.38M	Hold	20,000	–	–	0.16%	108
2016 Q3	$1.55M	Hold	20,000	–	–	0.2%	98
2016 Q2	$1.68M	Hold	20,000	–	–	0.25%	85
2016 Q1	$1.5M	Hold	20,000	–	–	0.27%	85
2015 Q4	$1.36M	Hold	20,000	–	–	0.26%	86
2015 Q3	$1.24M	Hold	20,000	–	–	0.26%	83
2015 Q2	$1.18M	Hold	20,000	–	–	0.23%	92
2015 Q1	$1.36M	Hold	20,000	–	–	0.29%	85
2014 Q4	$1.28M	Hold	20,000	–	–	0.32%	80
2014 Q3	$1.08M	Hold	20,000	–	–	0.33%	90
2014 Q2	$1.11M	Hold	20,000	–	–	0.44%	73
2014 Q1	$1.02M	Hold	20,000	–	–	0.42%	74
2013 Q4	$926K	Hold	20,000	–	–	0.73%	46
2013 Q3	$967K	Hold	20,000	–	–	0.36%	89
2013 Q2	$1.02M	Buy	+20,000	New	+$1.07M	0.37%	84

Other funds holding REG

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Spirit of America Management Corp's REG Position: Q2 2026 in Review

Spirit of America Management Corp increased its Regency Centers (REG) stake by 6.1% in Q2 2026, buying an estimated $78.5K and bringing the position to 17,300 shares worth $1.38M. The position accounts for 0.26% of the portfolio, ranked #103.

Spirit of America Management Corp first reported a position in REG in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.14M in Q1 2022. 290 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Spirit of America Management Corp held 17,300 shares of Regency Centers worth $1.38M as of Q2 2026.
Spirit of America Management Corp bought 1,000 Regency Centers shares in Q2 2026, an estimated $78.5K.
Regency Centers made up 0.26% of Spirit of America Management Corp's portfolio in Q2 2026, its #103 holding.
Spirit of America Management Corp first reported a position in Regency Centers in Q2 2013 and has held it in 53 quarters since.
Spirit of America Management Corp's Regency Centers position peaked at $2.14M in Q1 2022.
290 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.