American Portfolios Advisors’s Regency Centers REG Stock Holding History

American Portfolios Advisors’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
2020 Q4	–	Sell	-720	Closed	-$27.4K	–	3082
2020 Q3	$27.4K	Hold	720	–	–	﹤0.01%	1555
2020 Q2	$33K	Hold	720	–	–	﹤0.01%	1444
2020 Q1	$27.7K	Hold	720	–	–	﹤0.01%	1403
2019 Q4	$45.4K	Hold	720	–	–	﹤0.01%	1385
2019 Q3	$50K	Hold	720	–	–	﹤0.01%	1282
2019 Q2	$48.1K	Hold	720	–	–	﹤0.01%	1299
2019 Q1	$48.6K	Hold	720	–	–	﹤0.01%	1209
2018 Q4	$42.3K	Hold	720	–	–	0.01%	1088
2018 Q3	$46.6K	Hold	720	–	–	0.01%	1142
2018 Q2	$44.7K	Hold	720	–	–	0.01%	1121
2018 Q1	$42.5K	Hold	720	–	–	0.01%	1096
2017 Q4	$49.8K	Buy	+720	New	+$47.5K	0.01%	996

Other funds holding REG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Portfolios Advisors's REG Position: Q4 2020 in Review

American Portfolios Advisors sold out of Regency Centers (REG) in Q4 2020, closing a stake of 720 shares — an estimated $27.4K sold.

American Portfolios Advisors first reported a position in REG in Q4 2017 and held it in 12 quarters. The position peaked at $50K in Q3 2019. 374 funds tracked by Wall St. Rank hold REG as of Q4 2020.

American Portfolios Advisors reported no remaining Regency Centers position as of Q4 2020 after selling out during the quarter.
American Portfolios Advisors sold 720 Regency Centers shares in Q4 2020, an estimated $27.4K.
American Portfolios Advisors first reported a position in Regency Centers in Q4 2017 and held it in 12 quarters.
American Portfolios Advisors's Regency Centers position peaked at $50K in Q3 2019.
374 funds tracked by Wall St. Rank held Regency Centers as of Q4 2020.

Based on American Portfolios Advisors's 13F filing for Q4 2020, filed 22 Mar 2023.