WT
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Whittier Trust’s Regency Centers REG Stock Holding History

Whittier Trust’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 		$4.67K Hold
61
– – ﹤0.01% 1213
2025
Q4 		$4.25K Hold
61
– – ﹤0.01% 1243
2025
Q3 		$4.37K Sell
61
-163
-73% -$11.6K ﹤0.01% 1243
2025
Q2 		$16K Buy
224
+163
+267% +$11.6K ﹤0.01% 1153
2025
Q1 		$4.5K Hold
61
– – ﹤0.01% 1334
2024
Q4 		$4.51K Sell
61
-30
-33% -$2.19K ﹤0.01% 1378
2024
Q3 		$6.57K Buy
91
+30
+49% +$2.08K ﹤0.01% 1343
2024
Q2 		$3.79K Hold
61
– – ﹤0.01% 1371
2024
Q1 		$3.69K Hold
61
– – ﹤0.01% 1384
2023
Q4 		$4.09K Hold
61
– – ﹤0.01% 1348
2023
Q3 		$3.63K Hold
61
– – ﹤0.01% 1414
2023
Q2 		$3.77K Sell
61
-47
-44% -$2.8K ﹤0.01% 1396
2023
Q1 		$6.61K Hold
108
– – ﹤0.01% 1362
2022
Q4 		$6.75K Hold
108
– – ﹤0.01% 1354
2022
Q3 		$6K Hold
108
– – ﹤0.01% 1429
2022
Q2 		$6K Hold
108
– – ﹤0.01% 1408
2022
Q1 		$8K Hold
108
– – ﹤0.01% 1383
2021
Q4 		$8K Buy
108
+61
+130% +$4.4K ﹤0.01% 1349
2021
Q3 		$3K Sell
47
-450
-91% -$29.8K ﹤0.01% 1393
2021
Q2 		$32K Hold
497
– – ﹤0.01% 1051
2021
Q1 		$28K Hold
497
– – ﹤0.01% 1067
2020
Q4 		$23K Sell
497
-157
-24% -$6.75K ﹤0.01% 1013
2020
Q3 		$25K Buy
654
+261
+66% +$10.7K ﹤0.01% 961
2020
Q2 		$18K Sell
393
-1,142
-74% -$48.2K ﹤0.01% 984
2020
Q1 		$59K Buy
1,535
+61
+4% +$3.51K ﹤0.01% 770
2019
Q4 		$93K Buy
1,474
+277
+23% +$18.2K ﹤0.01% 714
2019
Q3 		$83K Buy
1,197
+47
+4% +$3.13K ﹤0.01% 730
2019
Q2 		$77K Buy
1,150
+1,142
+14,275% +$76.7K ﹤0.01% 711
2019
Q1 		$1K Buy
+8
New +$511 ﹤0.01% 1331

Other funds holding REG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Whittier Trust's REG Position: Q1 2026 in Review

Whittier Trust held its Regency Centers (REG) position steady in Q1 2026 at 61 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Whittier Trust first reported a position in REG in Q1 2019 and has held it in 29 quarters since. The position peaked at $93K in Q4 2019. 584 funds tracked by Wall St. Rank hold REG as of Q1 2026.

  • Whittier Trust held 61 shares of Regency Centers worth $4.67K as of Q1 2026.
  • Whittier Trust left its Regency Centers share count unchanged in Q1 2026.
  • Regency Centers made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1213 holding.
  • Whittier Trust first reported a position in Regency Centers in Q1 2019 and has held it in 29 quarters since.
  • Whittier Trust's Regency Centers position peaked at $93K in Q4 2019.
  • 584 funds tracked by Wall St. Rank held Regency Centers as of Q1 2026.

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