WESPAC Advisors’s Regency Centers REG Stock Holding History

WESPAC Advisors’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 Q2	–	Sell	-9,782	Closed	-$722K	–	189
2025 Q1	$722K	Buy	+9,782	New	+$712K	0.59%	72

Other funds holding REG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

WESPAC Advisors's REG Position: Q2 2025 in Review

WESPAC Advisors sold out of Regency Centers (REG) in Q2 2025, closing a stake of 9,782 shares — an estimated $722K sold.

WESPAC Advisors first reported a position in REG in Q1 2025 and held it in 1 quarter. The position peaked at $722K in Q1 2025. 515 funds tracked by Wall St. Rank hold REG as of Q2 2025.

WESPAC Advisors reported no remaining Regency Centers position as of Q2 2025 after selling out during the quarter.
WESPAC Advisors sold 9,782 Regency Centers shares in Q2 2025, an estimated $722K.
WESPAC Advisors first reported a position in Regency Centers in Q1 2025 and held it in 1 quarter.
WESPAC Advisors's Regency Centers position peaked at $722K in Q1 2025.
515 funds tracked by Wall St. Rank held Regency Centers as of Q2 2025.

Based on WESPAC Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.