SSG
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Summit Securities Group’s Regency Centers REG Stock Holding History

Summit Securities Group’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 		$3.03K Buy
38
+11
+41% +$864 ﹤0.01% 1051
2026
Q1 		$2.04K Sell
27
-217
-89% -$16.2K ﹤0.01% 940
2025
Q4 		$16.8K Sell
244
-37
-13% -$2.59K ﹤0.01% 834
2025
Q3 		$20.5K Buy
281
+171
+155% +$12.2K ﹤0.01% 759
2025
Q2 		$7.83K Buy
+110
New +$7.86K ﹤0.01% 922
2024
Q1 		– Sell
-1
Closed – – 811
2023
Q4 		$0 Hold
1
– – ﹤0.01% 862
2023
Q3 		$0 Sell
1
-201
-100% -$12.7K ﹤0.01% 947
2023
Q2 		$12K Sell
202
-101
-33% -$6.01K ﹤0.01% 754
2023
Q1 		$19K Buy
303
+147
+94% +$9.25K ﹤0.01% 635
2022
Q4 		$10K Sell
156
-37
-19% -$2.27K ﹤0.01% 1033
2022
Q3 		$10K Sell
193
-133
-41% -$8.13K ﹤0.01% 791
2022
Q2 		$19K Buy
326
+263
+417% +$17.4K ﹤0.01% 776
2022
Q1 		$4K Buy
+63
New +$4.41K ﹤0.01% 1004
2017
Q2 		– Sell
-3,500
Closed -$232K – 350
2017
Q1 		$232K Buy
+3,500
New +$240K 0.07% 258

Other funds holding REG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Summit Securities Group's REG Position: Q2 2026 in Review

Summit Securities Group increased its Regency Centers (REG) stake by 41% in Q2 2026, buying an estimated $864 and bringing the position to 38 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Summit Securities Group first reported a position in REG in Q1 2017 and has held it in 14 quarters since. The position peaked at $232K in Q1 2017. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Summit Securities Group held 38 shares of Regency Centers worth $3.03K as of Q2 2026.
  • Summit Securities Group bought 11 Regency Centers shares in Q2 2026, an estimated $864.
  • Regency Centers made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1051 holding.
  • Summit Securities Group first reported a position in Regency Centers in Q1 2017 and has held it in 14 quarters since.
  • Summit Securities Group's Regency Centers position peaked at $232K in Q1 2017.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.