Wealth Enhancement Advisory Services’s Regency Centers REG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.91M Buy
116,273
+97,172
+509% +$7.63M 0.01% 727
2026
Q1
$1.47M Sell
19,101
-2,347
-11% -$175K ﹤0.01% 1555
2025
Q4
$1.49M Buy
21,448
+11,023
+106% +$773K ﹤0.01% 1698
2025
Q3
$745K Buy
10,425
+1,821
+21% +$130K ﹤0.01% 2059
2025
Q2
$609K Buy
8,604
+1,619
+23% +$116K ﹤0.01% 2080
2025
Q1
$515K Buy
6,985
+79
+1% +$5.75K ﹤0.01% 2049
2024
Q4
$511K Buy
6,906
+619
+10% +$45.3K ﹤0.01% 1978
2024
Q3
$454K Sell
6,287
-22
-0.3% -$1.52K ﹤0.01% 1886
2024
Q2
$392K Buy
6,309
+1,316
+26% +$78.9K ﹤0.01% 1802
2024
Q1
$302K Buy
+4,993
New +$309K ﹤0.01% 1916

Other funds holding REG

Wealth Enhancement Advisory Services's REG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Regency Centers (REG) stake by 509% in Q2 2026, buying an estimated $7.63M and bringing the position to 116,273 shares worth $8.91M. The position accounts for 0.01% of the portfolio, ranked #727.

Wealth Enhancement Advisory Services first reported a position in REG in Q1 2024 and has held it in 10 quarters since. 61 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 116,273 shares of Regency Centers worth $8.91M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 97,172 Regency Centers shares in Q2 2026, an estimated $7.63M.
  • Regency Centers made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #727 holding.
  • Wealth Enhancement Advisory Services first reported a position in Regency Centers in Q1 2024 and has held it in 10 quarters since.
  • 61 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.