Wealthcare Capital Partners’s Regency Centers REG Stock Holding History

Wealthcare Capital Partners’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	$440K	Hold	5,523	–	–	0.18%	106
2026 Q1	$418K	Hold	5,523	–	–	0.2%	100
2025 Q4	$381K	Sell	5,523 -5	-0.1%	-$351	0.18%	104
2025 Q3	$403K	Hold	5,528	–	–	0.19%	100
2025 Q2	$394K	Buy	5,528 +5	+0.1%	+$357	0.2%	89
2025 Q1	$407K	Hold	5,523	–	–	0.21%	77
2024 Q4	$408K	Buy	+5,523	New	+$404K	0.21%	73

Other funds holding REG

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Wealthcare Capital Partners's REG Position: Q2 2026 in Review

Wealthcare Capital Partners held its Regency Centers (REG) position steady in Q2 2026 at 5,523 shares worth $440K. The position accounts for 0.18% of the portfolio, ranked #106.

Wealthcare Capital Partners first reported a position in REG in Q4 2024 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Wealthcare Capital Partners held 5,523 shares of Regency Centers worth $440K as of Q2 2026.
Wealthcare Capital Partners left its Regency Centers share count unchanged in Q2 2026.
Regency Centers made up 0.18% of Wealthcare Capital Partners's portfolio in Q2 2026, its #106 holding.
Wealthcare Capital Partners first reported a position in Regency Centers in Q4 2024 and has held it in 7 quarters since.
183 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.