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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

REG holding history

Regency Centers Corp in every 13F filed by Cornerstone Planning Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

REG overviewAll 13F holders of REGFull Q2 2026 holdings

Shares (Q2 2026)
54
Value
$4.47K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2023
Holdings of REG by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654$4.47K<0.1%+4+8.0%AddedHolders
Q1 202650$3.93K<0.1%+5+11.1%AddedHolders
Q4 202545$3.20K<0.1%+30+200.0%AddedHolders
Q3 202515––−5−25.0%ReducedHolders
Q2 202520$1.49K<0.1%−10−33.3%ReducedHolders
Q1 202530$2.16K<0.1%+30NewHolders
Q1 20240$00.0%−6−100.0%Sold outHolders
Q4 20236$402<0.1%00.0%UnchangedHolders
Q3 20236$357<0.1%+6NewHolders