Atlas Capital Advisors’s Regency Centers REG Stock Holding History

Atlas Capital 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 Q1	–	Sell	-3,656	Closed	-$231K	–	700
2019 Q4	$231K	Hold	3,656	–	–	0.06%	300
2019 Q3	$254K	Sell	3,656 -1,788	-33%	-$119K	0.08%	278
2019 Q2	$363K	Buy	5,444 +285	+6%	+$19.1K	0.12%	206
2019 Q1	$348K	Hold	5,159	–	–	0.13%	192
2018 Q4	$303K	Buy	+5,159	New	+$323K	0.12%	209
2018 Q2	–	Sell	-179	Closed	-$10.6K	–	551
2018 Q1	$10.6K	Buy	+179	New	+$10.8K	﹤0.01%	475

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

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

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

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

Atlas Capital Advisors's REG Position: Q1 2020 in Review

Atlas Capital Advisors sold out of Regency Centers (REG) in Q1 2020, closing a stake of 3,656 shares — an estimated $231K sold.

Atlas Capital Advisors first reported a position in REG in Q1 2018 and held it in 6 quarters. The position peaked at $363K in Q2 2019. 359 funds tracked by Wall St. Rank hold REG as of Q1 2020.

Atlas Capital Advisors reported no remaining Regency Centers position as of Q1 2020 after selling out during the quarter.
Atlas Capital Advisors sold 3,656 Regency Centers shares in Q1 2020, an estimated $231K.
Atlas Capital Advisors first reported a position in Regency Centers in Q1 2018 and held it in 6 quarters.
Atlas Capital Advisors's Regency Centers position peaked at $363K in Q2 2019.
359 funds tracked by Wall St. Rank held Regency Centers as of Q1 2020.

Based on Atlas Capital Advisors's 13F filing for Q1 2020, filed 4 May 2020.