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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
Q2 		– Sell
-117
Closed -$8.85K – 1729
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 $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

Twin Peaks Wealth Advisors's REG Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Regency Centers (REG) in Q2 2026, closing a stake of 117 shares — an estimated $8.85K sold.

Twin Peaks Wealth Advisors first reported a position in REG in Q2 2025 and held it in 2 quarters. The position peaked at $8.85K in Q1 2026. 611 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Regency Centers position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 117 Regency Centers shares in Q2 2026, an estimated $8.85K.
  • Twin Peaks Wealth Advisors first reported a position in Regency Centers in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Regency Centers position peaked at $8.85K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.