WhitTier Trust Company’s Regency Centers REG Stock Holding History

WhitTier Trust Company’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 Q1	$8.05K	Sell	105 -20	-16%	-$1.49K	﹤0.01%	1082
2025 Q4	$8.7K	Hold	125	–	–	﹤0.01%	1033
2025 Q3	$8.96K	Hold	125	–	–	﹤0.01%	1026
2025 Q2	$8.9K	Hold	125	–	–	﹤0.01%	1152
2025 Q1	$9.22K	Buy	125 +38	+44%	+$2.77K	﹤0.01%	1116
2024 Q4	$6.43K	Sell	87 -59	-40%	-$4.32K	﹤0.01%	1121
2024 Q3	$10.5K	Hold	146	–	–	﹤0.01%	1038
2024 Q2	$9.08K	Buy	+146	New	+$8.75K	﹤0.01%	1009
2022 Q3	–	Sell	-1,142	Closed	-$68K	–	1166
2022 Q2	$68K	Hold	1,142	–	–	﹤0.01%	619
2022 Q1	$81K	Hold	1,142	–	–	﹤0.01%	600
2021 Q4	$86K	Hold	1,142	–	–	﹤0.01%	593
2021 Q3	$77K	Hold	1,142	–	–	﹤0.01%	605
2021 Q2	$73K	Hold	1,142	–	–	﹤0.01%	596
2021 Q1	$65K	Hold	1,142	–	–	﹤0.01%	600
2020 Q4	$52K	Hold	1,142	–	–	﹤0.01%	614
2020 Q3	$43K	Hold	1,142	–	–	﹤0.01%	632
2020 Q2	$52K	Buy	+1,142	New	+$48.2K	﹤0.01%	573
2018 Q4	–	Sell	-400	Closed	-$26K	–	1077
2018 Q3	$26K	Hold	400	–	–	﹤0.01%	711
2018 Q2	$25K	Sell	400 -410	-51%	-$24.1K	﹤0.01%	723
2018 Q1	$48K	Hold	810	–	–	﹤0.01%	616
2017 Q4	$56K	Hold	810	–	–	﹤0.01%	560
2017 Q3	$50K	Hold	810	–	–	﹤0.01%	538
2017 Q2	$51K	Hold	810	–	–	﹤0.01%	537
2017 Q1	$54K	Buy	+810	New	+$55.5K	0.01%	513

Other funds holding REG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

WhitTier Trust Company's REG Position: Q1 2026 in Review

WhitTier Trust Company reduced its Regency Centers (REG) stake by 16% in Q1 2026, selling an estimated $1.49K and leaving 105 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

WhitTier Trust Company first reported a position in REG in Q1 2017 and has held it in 24 quarters since. The position peaked at $86K in Q4 2021. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

WhitTier Trust Company held 105 shares of Regency Centers worth $8.05K as of Q1 2026.
WhitTier Trust Company sold 20 Regency Centers shares in Q1 2026, an estimated $1.49K.
Regency Centers made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #1082 holding.
WhitTier Trust Company first reported a position in Regency Centers in Q1 2017 and has held it in 24 quarters since.
WhitTier Trust Company's Regency Centers position peaked at $86K in Q4 2021.
584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.