Steward Partners Investment Advisory’s Regency Centers REG Stock Holding History

Steward Partners Investment Advisory’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	$447K	Buy	5,605 +5,377	+2,358%	+$422K	﹤0.01%	1757
2026 Q1	$17.3K	Buy	228 +108	+90%	+$8.05K	﹤0.01%	3301
2025 Q4	$8.28K	Sell	120 -24	-17%	-$1.68K	﹤0.01%	3515
2025 Q3	$10.5K	Hold	144	–	–	﹤0.01%	3377
2025 Q2	$10.3K	Sell	144 -62	-30%	-$4.43K	﹤0.01%	3203
2025 Q1	$15.2K	Buy	206 +41	+25%	+$2.98K	﹤0.01%	2923
2024 Q4	$12.2K	Buy	165 +144	+686%	+$10.5K	﹤0.01%	3010
2024 Q3	$1.52K	Sell	21 -15	-42%	-$1.04K	﹤0.01%	3486
2024 Q2	$2.24K	Sell	36 -136	-79%	-$8.15K	﹤0.01%	3261
2024 Q1	$10.4K	Buy	172 +142	+473%	+$8.8K	﹤0.01%	2795
2023 Q4	$2.01K	Buy	30 +9	+43%	+$557	﹤0.01%	3203
2023 Q3	$1.25K	Buy	+21	New	+$1.33K	﹤0.01%	3160
2020 Q4	–	Sell	-60	Closed	-$2K	–	2971
2020 Q3	$2K	Buy	+60	New	+$2.46K	﹤0.01%	2594
2018 Q4	–	Sell	-199	Closed	-$13K	–	1833
2018 Q3	$13K	Sell	199 -24	-11%	-$1.53K	﹤0.01%	1772
2018 Q2	$14K	Buy	223 +132	+145%	+$7.75K	﹤0.01%	1625
2018 Q1	$5K	Buy	+91	New	+$5.5K	﹤0.01%	1802

Other funds holding REG

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

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Steward Partners Investment Advisory's REG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Regency Centers (REG) stake by 2,358% in Q2 2026, buying an estimated $422K and bringing the position to 5,605 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Steward Partners Investment Advisory first reported a position in REG in Q1 2018 and has held it in 16 quarters since. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Steward Partners Investment Advisory held 5,605 shares of Regency Centers worth $447K as of Q2 2026.
Steward Partners Investment Advisory bought 5,377 Regency Centers shares in Q2 2026, an estimated $422K.
Regency Centers made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1757 holding.
Steward Partners Investment Advisory first reported a position in Regency Centers in Q1 2018 and has held it in 16 quarters since.
606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.