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

Wealth Enhancement Advisory Services’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
Q3 		$3.16M Sell
50,726
-65,547
-56% -$5.07M ﹤0.01% 1371
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

Principal Financial Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Wealth Enhancement Advisory Services's REG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Regency Centers (REG) stake by 56% in Q3 2026, selling an estimated $5.07M and leaving 50,726 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Wealth Enhancement Advisory Services first reported a position in REG in Q1 2024 and has held it in 11 quarters since. The position peaked at $8.91M in Q2 2026. 306 funds tracked by Wall St. Rank hold REG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 50,726 shares of Regency Centers worth $3.16M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 65,547 Regency Centers shares in Q3 2026, an estimated $5.07M.
  • Regency Centers made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1371 holding.
  • Wealth Enhancement Advisory Services first reported a position in Regency Centers in Q1 2024 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Regency Centers position peaked at $8.91M in Q2 2026.
  • 306 funds tracked by Wall St. Rank held Regency Centers as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.