TIM
REG icon

Tortoise Investment Management’s Regency Centers REG Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-25
Closed -$1.82K – 1165
2025
Q3 		$1.82K Hold
25
– – ﹤0.01% 898
2025
Q2 		$1.78K Buy
+25
New +$1.79K ﹤0.01% 828

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Tortoise Investment Management's REG Position: Q4 2025 in Review

Tortoise Investment Management sold out of Regency Centers (REG) in Q4 2025, closing a stake of 25 shares — an estimated $1.82K sold.

Tortoise Investment Management first reported a position in REG in Q2 2025 and held it in 2 quarters. The position peaked at $1.82K in Q3 2025. 550 funds tracked by Wall St. Rank hold REG as of Q4 2025.

  • Tortoise Investment Management reported no remaining Regency Centers position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 25 Regency Centers shares in Q4 2025, an estimated $1.82K.
  • Tortoise Investment Management first reported a position in Regency Centers in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Regency Centers position peaked at $1.82K in Q3 2025.
  • 550 funds tracked by Wall St. Rank held Regency Centers as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.