TWD
REG icon

True Wealth Design’s Regency Centers REG Stock Holding History

True Wealth Design’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 		$34.8K Buy
436
+182
+72% +$14.3K 0.01% 623
2026
Q1 		$19.2K Sell
254
-49
-16% -$3.65K 0.01% 733
2025
Q4 		$20.9K Buy
303
+135
+80% +$9.46K 0.01% 593
2025
Q3 		$12.2K Sell
168
-55
-25% -$3.92K ﹤0.01% 763
2025
Q2 		$15.9K Sell
223
-57
-20% -$4.07K 0.01% 445
2025
Q1 		$20.7K Buy
+280
New +$20.4K 0.01% 335

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

True Wealth Design's REG Position: Q2 2026 in Review

True Wealth Design increased its Regency Centers (REG) stake by 72% in Q2 2026, buying an estimated $14.3K and bringing the position to 436 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #623.

True Wealth Design first reported a position in REG in Q1 2025 and has held it in 6 quarters since. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • True Wealth Design held 436 shares of Regency Centers worth $34.8K as of Q2 2026.
  • True Wealth Design bought 182 Regency Centers shares in Q2 2026, an estimated $14.3K.
  • Regency Centers made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #623 holding.
  • True Wealth Design first reported a position in Regency Centers in Q1 2025 and has held it in 6 quarters since.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.