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Wealthspire Advisors (New York)’s Regency Centers REG Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-783
Closed -$57.1K – 2456
2025
Q3 		$57.1K Buy
+783
New +$55.8K ﹤0.01% 1196
2019
Q1 		– Sell
-47
Closed -$3K – 631
2018
Q4 		$3K Buy
+47
New +$2.94K ﹤0.01% 721

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Principal Financial Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wealthspire Advisors (New York)'s REG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Regency Centers (REG) in Q4 2025, closing a stake of 783 shares — an estimated $57.1K sold.

Wealthspire Advisors (New York) first reported a position in REG in Q4 2018 and held it in 2 quarters. The position peaked at $57.1K in Q3 2025. 549 funds tracked by Wall St. Rank hold REG as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Regency Centers position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 783 Regency Centers shares in Q4 2025, an estimated $57.1K.
  • Wealthspire Advisors (New York) first reported a position in Regency Centers in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Regency Centers position peaked at $57.1K in Q3 2025.
  • 549 funds tracked by Wall St. Rank held Regency Centers as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.