Stifel Financial
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Stifel Financial’s Regency Centers REG Stock Holding History

Stifel Financial’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
Q1 		$878K Buy
11,607
+127
+1% +$9.46K ﹤0.01% 2525
2025
Q4 		$792K Buy
11,480
+3,540
+45% +$248K ﹤0.01% 2581
2025
Q3 		$579K Sell
7,940
-1,334
-14% -$95.2K ﹤0.01% 2726
2025
Q2 		$661K Buy
9,274
+106
+1% +$7.58K ﹤0.01% 2595
2025
Q1 		$676K Buy
9,168
+225
+3% +$16.4K ﹤0.01% 2485
2024
Q4 		$661K Buy
8,943
+723
+9% +$52.9K ﹤0.01% 2514
2024
Q3 		$594K Sell
8,220
-129
-2% -$8.93K ﹤0.01% 2566
2024
Q2 		$519K Sell
8,349
-553
-6% -$33.1K ﹤0.01% 2597
2024
Q1 		$539K Sell
8,902
-1,970
-18% -$122K ﹤0.01% 2568
2023
Q4 		$728K Buy
+10,872
New +$672K ﹤0.01% 2339
2023
Q2 		– Sell
-4,393
Closed -$269K – 3399
2023
Q1 		$269K Sell
4,393
-483
-10% -$30.4K ﹤0.01% 2883
2022
Q4 		$305K Sell
4,876
-506
-9% -$31.1K ﹤0.01% 2757
2022
Q3 		$290K Buy
5,382
+4
+0.1% +$245 ﹤0.01% 2738
2022
Q2 		$319K Buy
5,378
+1,918
+55% +$127K ﹤0.01% 2716
2022
Q1 		$247K Buy
3,460
+639
+23% +$44.7K ﹤0.01% 2996
2021
Q4 		$213K Sell
2,821
-46,954
-94% -$3.39M ﹤0.01% 3118
2021
Q3 		$3.35M Buy
49,775
+3,420
+7% +$227K ﹤0.01% 1247
2021
Q2 		$2.97M Buy
46,355
+6,147
+15% +$389K ﹤0.01% 1337
2021
Q1 		$2.28M Buy
40,208
+6,687
+20% +$348K ﹤0.01% 1444
2020
Q4 		$1.53M Buy
+33,521
New +$1.44M ﹤0.01% 1551
2020
Q1 		– Sell
-9,291
Closed -$587K – 3030
2019
Q4 		$587K Buy
+9,291
New +$610K ﹤0.01% 2160

Other funds holding REG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Stifel Financial's REG Position: Q1 2026 in Review

Stifel Financial increased its Regency Centers (REG) stake by 1.1% in Q1 2026, buying an estimated $9.46K and bringing the position to 11,607 shares worth $878K. The position accounts for ﹤0.01% of the portfolio, ranked #2525.

Stifel Financial first reported a position in REG in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.35M in Q3 2021. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Stifel Financial held 11,607 shares of Regency Centers worth $878K as of Q1 2026.
  • Stifel Financial bought 127 Regency Centers shares in Q1 2026, an estimated $9.46K.
  • Regency Centers made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2525 holding.
  • Stifel Financial first reported a position in Regency Centers in Q4 2019 and has held it in 21 quarters since.
  • Stifel Financial's Regency Centers position peaked at $3.35M in Q3 2021.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.