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Twin Peaks Wealth Advisors’s Regency Centers REG Stock Holding History

Twin Peaks Wealth 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
Q1 		$8.85K Buy
+117
New +$8.72K ﹤0.01% 1127
2025
Q3 		– Sell
-19
Closed -$1.37K – 1645
2025
Q2 		$1.37K Buy
+19
New +$1.36K ﹤0.01% 1713

Other funds holding REG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Twin Peaks Wealth Advisors's REG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Regency Centers (REG) in Q1 2026: 117 shares worth $8.85K. The stake represents ﹤0.01% of the portfolio and ranks #1127 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in REG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in REG in Q2 2025 and has held it in 2 quarters since. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 117 shares of Regency Centers worth $8.85K as of Q1 2026.
  • Regency Centers was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Regency Centers made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1127 holding.
  • Twin Peaks Wealth Advisors first reported a position in Regency Centers in Q2 2025 and has held it in 2 quarters since.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.