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Stephens Consulting’s Regency Centers REG Stock Holding History

Stephens Consulting’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
2025
Q3 		– Sell
-18
Closed -$1.28K – 985
2025
Q2 		$1.28K Buy
+18
New +$1.29K ﹤0.01% 599
2022
Q1 		– Sell
-136
Closed -$10.2K – 666
2021
Q4 		$10.2K Buy
+136
New +$9.81K 0.01% 391

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stephens Consulting's REG Position: Q3 2025 in Review

Stephens Consulting sold out of Regency Centers (REG) in Q3 2025, closing a stake of 18 shares — an estimated $1.28K sold.

Stephens Consulting first reported a position in REG in Q4 2021 and held it in 2 quarters. The position peaked at $10.2K in Q4 2021. 521 funds tracked by Wall St. Rank hold REG as of Q3 2025.

  • Stephens Consulting reported no remaining Regency Centers position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 18 Regency Centers shares in Q3 2025, an estimated $1.28K.
  • Stephens Consulting first reported a position in Regency Centers in Q4 2021 and held it in 2 quarters.
  • Stephens Consulting's Regency Centers position peaked at $10.2K in Q4 2021.
  • 521 funds tracked by Wall St. Rank held Regency Centers as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.