UBS Group’s Regency Centers REG Stock Holding History

UBS Group’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 Q1	–	Sell	-75,300	Closed	-$5.57M	–	10636
2024 Q4	$5.57M	Buy	+75,300	New	+$5.51M	﹤0.01%	3718

Other funds holding REG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group's REG Position: Q2 2026 in Review

UBS Group reduced its Regency Centers (REG) stake by 74% in Q2 2026, selling an estimated $90.6M and leaving 396,948 shares worth $31.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

UBS Group first reported a position in REG in Q4 2014 and has held it in 47 quarters since. The position peaked at $117M in Q1 2026. 612 funds tracked by Wall St. Rank hold REG as of Q2 2026.

UBS Group held 396,948 shares of Regency Centers worth $31.7M as of Q2 2026.
UBS Group sold 1,153,325 Regency Centers shares in Q2 2026, an estimated $90.6M.
Regency Centers made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2217 holding.
UBS Group first reported a position in Regency Centers in Q4 2014 and has held it in 47 quarters since.
UBS Group's Regency Centers position peaked at $117M in Q1 2026.
612 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.