Sargent Investment Group, LLC

Position in REG — Regency Centers Corp

CIK 1766157 BETHESDA, MD

Position in REG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$768,932

+$40,100 QoQ

Shares Held

9,643

+0.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#313

of 606 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Sargent Investment Group, LLC holds $2,564,907 across 3 REIT - Retail names. REG ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	4,628	$1,035,052
2	REG	Regency Centers Corp This page	9,643	$768,932
3	BFS	Saul Centers, Inc.	20,351	$760,923

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$768,932	9,643	+0.1%	Shares	Sole	2026-08-11
2026-03-31	$728,832	9,633	-23.0%	Shares	Sole	2026-05-11
2025-12-31	$863,772	12,513	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.