TFC Financial Management’s Regency Centers REG Stock Holding History

TFC Financial Management’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	$80	Hold	1	–	–	﹤0.01%	945
2026 Q1	$76	Hold	1	–	–	﹤0.01%	906
2025 Q4	$70	Hold	1	–	–	﹤0.01%	901
2025 Q3	$73	Hold	1	–	–	﹤0.01%	942
2025 Q2	$72	Buy	+1	New	+$71	﹤0.01%	928
2024 Q2	–	Sell	-6	Closed	-$364	–	1073
2024 Q1	$364	Hold	6	–	–	﹤0.01%	668
2023 Q4	$402	Buy	+6	New	+$371	﹤0.01%	631

Other funds holding REG

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

TFC Financial Management's REG Position: Q2 2026 in Review

TFC Financial Management held its Regency Centers (REG) position steady in Q2 2026 at 1 share worth $80. The position accounts for ﹤0.01% of the portfolio, ranked #945.

TFC Financial Management first reported a position in REG in Q4 2023 and has held it in 7 quarters since. The position peaked at $402 in Q4 2023. 209 funds tracked by Wall St. Rank hold REG as of Q2 2026.

TFC Financial Management held 1 share of Regency Centers worth $80 as of Q2 2026.
TFC Financial Management left its Regency Centers share count unchanged in Q2 2026.
Regency Centers made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #945 holding.
TFC Financial Management first reported a position in Regency Centers in Q4 2023 and has held it in 7 quarters since.
TFC Financial Management's Regency Centers position peaked at $402 in Q4 2023.
209 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.