RAFFA WEALTH MANAGEMENT, LLC’s Regency Centers REG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$1.44K	Hold	18	–	–	﹤0.01%	923
2026 Q1	$1.36K	Hold	18	–	–	﹤0.01%	867
2025 Q4	$1.24K	Hold	18	–	–	﹤0.01%	876
2025 Q3	$1.31K	Hold	18	–	–	﹤0.01%	825
2025 Q2	$1.28K	Hold	18	–	–	﹤0.01%	798
2025 Q1	$1.33K	Hold	18	–	–	﹤0.01%	742
2024 Q4	$1.33K	Hold	18	–	–	﹤0.01%	778
2024 Q3	$1.3K	Hold	18	–	–	﹤0.01%	766
2024 Q2	$1.12K	Hold	18	–	–	﹤0.01%	869
2024 Q1	$1.09K	Hold	18	–	–	﹤0.01%	875
2023 Q4	$1.21K	Hold	18	–	–	﹤0.01%	763
2023 Q3	$1.07K	Hold	18	–	–	﹤0.01%	760
2023 Q2	$1.11K	Hold	18	–	–	﹤0.01%	768
2023 Q1	$1.1K	Hold	18	–	–	﹤0.01%	758
2022 Q4	$1.13K	Sell	18 -23	-56%	-$1.41K	﹤0.01%	746
2022 Q3	$2.21K	Buy	41 +23	+128%	+$1.41K	﹤0.01%	565
2022 Q2	$1.07K	Hold	18	–	–	﹤0.01%	800
2022 Q1	$1.28K	Sell	18 -11	-38%	-$770	﹤0.01%	778
2021 Q4	$2.19K	Buy	29 +11	+61%	+$794	﹤0.01%	637
2021 Q3	$1.21K	Hold	18	–	–	﹤0.01%	758
2021 Q2	$1.15K	Hold	18	–	–	﹤0.01%	779
2021 Q1	$1.02K	Hold	18	–	–	﹤0.01%	820
2020 Q4	$821	Hold	18	–	–	﹤0.01%	783
2020 Q3	$684	Sell	18 -13	-42%	-$534	﹤0.01%	754
2020 Q2	$1.42K	Buy	31 +13	+72%	+$549	﹤0.01%	556
2020 Q1	$692	Hold	18	–	–	﹤0.01%	681
2019 Q4	$1.14K	Hold	18	–	–	﹤0.01%	578
2019 Q3	$1.25K	Buy	+18	New	+$1.2K	﹤0.01%	511
2019 Q2	–	Sell	-18	Closed	-$1.22K	–	1243
2019 Q1	$1.22K	Hold	18	–	–	﹤0.01%	491
2018 Q4	$1.06K	Hold	18	–	–	﹤0.01%	506
2018 Q3	$1.16K	Hold	18	–	–	﹤0.01%	540
2018 Q2	$1.12K	Hold	18	–	–	﹤0.01%	525
2018 Q1	$1.06K	Buy	+18	New	+$1.09K	﹤0.01%	520

Other funds holding REG

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's REG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Regency Centers (REG) position steady in Q2 2026 at 18 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #923.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in REG in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.21K in Q3 2022. 140 funds tracked by Wall St. Rank hold REG as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 18 shares of Regency Centers worth $1.44K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Regency Centers share count unchanged in Q2 2026.
Regency Centers made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #923 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Regency Centers in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Regency Centers position peaked at $2.21K in Q3 2022.
140 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.