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TrustWell Financial Advisors’s Regency Centers REG Stock Holding History

TrustWell Financial Advisors’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 		$5.88M Buy
73,785
+18,936
+35% +$1.49M 4.99% 6
2026
Q1 		$4.15M Buy
54,849
+829
+2% +$61.8K 3.9% 9
2025
Q4 		$3.73M Buy
+54,020
New +$3.79M 3.61% 9

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

TrustWell Financial Advisors's REG Position: Q2 2026 in Review

TrustWell Financial Advisors increased its Regency Centers (REG) stake by 35% in Q2 2026, buying an estimated $1.49M and bringing the position to 73,785 shares worth $5.88M. The position accounts for 4.99% of the portfolio, ranked #6.

TrustWell Financial Advisors first reported a position in REG in Q4 2025 and has held it in 3 quarters since. 605 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • TrustWell Financial Advisors held 73,785 shares of Regency Centers worth $5.88M as of Q2 2026.
  • TrustWell Financial Advisors bought 18,936 Regency Centers shares in Q2 2026, an estimated $1.49M.
  • Regency Centers made up 4.99% of TrustWell Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • TrustWell Financial Advisors first reported a position in Regency Centers in Q4 2025 and has held it in 3 quarters since.
  • 605 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.