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Regency Centers Corporation shares owned by TrustWell Financial Advisors

Quarter-by-quarter ownership of Regency Centers Corporation (REG) shares owned by TrustWell Financial Advisors from 13F filings

Historical chart of TrustWell Financial Advisors investment in Regency Centers Corporation

Tip: Access up to 7 years of quarterly data

All positions including Regency Centers Corporation held by TrustWell Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Regency Centers Corporation by TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.1M 55k 75.66
2025-12-31 $3.7M 54k 69.03

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial Advisors

Top funds holding Regency Centers Corporation

Vanguard Group
BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Principal Financial Group
Geode Capital Management
Invesco
Robeco Investment Management
Dimensional Fund Advisors
Northern Trust
APG Asset Management US
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft
FMR

View all funds holding Regency Centers Corporation