UCFA
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United Capital Financial Advisors’s Regency Centers REG Stock Holding History

United Capital 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 		$956K Buy
11,989
+777
+7% +$61K 0.01% 814
2026
Q1 		$848K Buy
11,212
+4,119
+58% +$307K 0.01% 824
2025
Q4 		$490K Buy
7,093
+1,191
+20% +$83.5K ﹤0.01% 962
2025
Q3 		$430K Sell
5,902
-443
-7% -$31.6K ﹤0.01% 904
2025
Q2 		$452K Sell
6,345
-507
-7% -$36.2K ﹤0.01% 810
2025
Q1 		$505K Buy
6,852
+396
+6% +$28.8K ﹤0.01% 744
2024
Q4 		$477K Buy
+6,456
New +$472K ﹤0.01% 744
2024
Q2 		– Sell
-3,587
Closed -$217K – 1098
2024
Q1 		$217K Sell
3,587
-825
-19% -$51.1K ﹤0.01% 996
2023
Q4 		$296K Buy
+4,412
New +$273K ﹤0.01% 879
2020
Q1 		– Sell
-11,333
Closed -$715K – 1334
2019
Q4 		$715K Sell
11,333
-622
-5% -$40.8K ﹤0.01% 888
2019
Q3 		$831K Buy
11,955
+232
+2% +$15.4K 0.01% 802
2019
Q2 		$782K Sell
11,723
-1,052
-8% -$70.7K 0.01% 891
2019
Q1 		$862K Sell
12,775
-326
-2% -$20.8K 0.01% 813
2018
Q4 		$766K Sell
13,101
-33,626
-72% -$2.1M 0.01% 784
2018
Q3 		$3.02M Sell
46,727
-1,182
-2% -$75.3K 0.02% 525
2018
Q2 		$2.97M Sell
47,909
-5,735
-11% -$336K 0.02% 509
2018
Q1 		$3.16M Sell
53,644
-31,764
-37% -$1.92M 0.02% 486
2017
Q4 		$5.91M Sell
85,408
-1,014
-1% -$67K 0.05% 381
2017
Q3 		$5.36M Sell
86,422
-4,959
-5% -$319K 0.05% 381
2017
Q2 		$5.72M Buy
91,381
+4,471
+5% +$282K 0.05% 360
2017
Q1 		$5.77M Buy
86,910
+7,807
+10% +$535K 0.05% 347
2016
Q4 		$5.45M Buy
79,103
+67,367
+574% +$4.69M 0.05% 355
2016
Q3 		$909K Buy
11,736
+2,625
+29% +$212K 0.01% 795
2016
Q2 		$765K Buy
9,111
+3,203
+54% +$246K 0.01% 810
2016
Q1 		$442K Buy
+5,908
New +$422K ﹤0.01% 911

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

United Capital Financial Advisors's REG Position: Q2 2026 in Review

United Capital Financial Advisors increased its Regency Centers (REG) stake by 6.9% in Q2 2026, buying an estimated $61K and bringing the position to 11,989 shares worth $956K. The position accounts for 0.01% of the portfolio, ranked #814.

United Capital Financial Advisors first reported a position in REG in Q1 2016 and has held it in 25 quarters since. The position peaked at $5.91M in Q4 2017. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • United Capital Financial Advisors held 11,989 shares of Regency Centers worth $956K as of Q2 2026.
  • United Capital Financial Advisors bought 777 Regency Centers shares in Q2 2026, an estimated $61K.
  • Regency Centers made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #814 holding.
  • United Capital Financial Advisors first reported a position in Regency Centers in Q1 2016 and has held it in 25 quarters since.
  • United Capital Financial Advisors's Regency Centers position peaked at $5.91M in Q4 2017.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.