VWM
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VCI Wealth Management’s Regency Centers REG Stock Holding History

VCI Wealth Management’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 		– Sell
-15,346
Closed -$1.06M – 131
2025
Q4 		$1.06M Buy
15,346
+3,303
+27% +$232K 0.29% 78
2025
Q3 		$878K Buy
+12,043
New +$859K 0.27% 96
2024
Q3 		– Sell
-13,744
Closed -$855K – 119
2024
Q2 		$855K Buy
13,744
+4,560
+50% +$273K 0.42% 57
2024
Q1 		$556K Buy
+9,184
New +$569K 0.38% 74

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

VCI Wealth Management's REG Position: Q1 2026 in Review

VCI Wealth Management sold out of Regency Centers (REG) in Q1 2026, closing a stake of 15,346 shares — an estimated $1.06M sold.

VCI Wealth Management first reported a position in REG in Q1 2024 and held it in 4 quarters. The position peaked at $1.06M in Q4 2025. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • VCI Wealth Management reported no remaining Regency Centers position as of Q1 2026 after selling out during the quarter.
  • VCI Wealth Management sold 15,346 Regency Centers shares in Q1 2026, an estimated $1.06M.
  • VCI Wealth Management first reported a position in Regency Centers in Q1 2024 and held it in 4 quarters.
  • VCI Wealth Management's Regency Centers position peaked at $1.06M in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.