Avior Wealth Management’s Regency Centers REG Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-18	Closed	-$1.33K	–	1959
2024 Q4	$1.33K	Buy	+18	New	+$1.32K	﹤0.01%	2174
2024 Q2	–	Sell	-24	Closed	-$1.45K	–	3399
2024 Q1	$1.45K	Buy	+24	New	+$1.49K	﹤0.01%	2332
2018 Q2	–	Sell	-9	Closed	-$1K	–	843
2018 Q1	$1K	Hold	9	–	–	﹤0.01%	753
2017 Q4	$1K	Buy	+9	New	+$594	﹤0.01%	757

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Avior Wealth Management's REG Position: Q1 2025 in Review

Avior Wealth Management sold out of Regency Centers (REG) in Q1 2025, closing a stake of 18 shares — an estimated $1.33K sold.

Avior Wealth Management first reported a position in REG in Q4 2017 and held it in 4 quarters. The position peaked at $1.45K in Q1 2024. 513 funds tracked by Wall St. Rank hold REG as of Q1 2025.

Avior Wealth Management reported no remaining Regency Centers position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 18 Regency Centers shares in Q1 2025, an estimated $1.33K.
Avior Wealth Management first reported a position in Regency Centers in Q4 2017 and held it in 4 quarters.
Avior Wealth Management's Regency Centers position peaked at $1.45K in Q1 2024.
513 funds tracked by Wall St. Rank held Regency Centers as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.