Planning Strategies Inc.’s Regency Centers REG Stock Holding History

Planning Strategies Inc.’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	$1.36K	Buy	+17	New	+$1.33K	﹤0.01%	687

Other funds holding REG

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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Planning Strategies Inc.'s REG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Regency Centers (REG) in Q2 2026: 17 shares worth $1.36K. The stake represents ﹤0.01% of the portfolio and ranks #687 among its holdings.

154 funds tracked by Wall St. Rank hold REG as of Q2 2026.

Planning Strategies Inc. held 17 shares of Regency Centers worth $1.36K as of Q2 2026.
Regency Centers was a new Planning Strategies Inc. position in Q2 2026.
Regency Centers made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #687 holding.
154 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.