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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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. 611 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.
611 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.