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B. Riley Wealth Advisors’s Regency Centers REG Stock Holding History

B. Riley Wealth 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
2024
Q4 		$522K Buy
6,992
+471
+7% +$34.5K 0.02% 681
2024
Q3 		$470K Sell
6,521
-25
-0.4% -$1.73K 0.01% 764
2024
Q2 		$412K Buy
+6,546
New +$392K 0.01% 901

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

B. Riley Wealth Advisors's REG Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its Regency Centers (REG) stake by 7.2% in Q4 2024, buying an estimated $34.5K and bringing the position to 6,992 shares worth $522K. The position accounts for 0.02% of the portfolio, ranked #681.

B. Riley Wealth Advisors first reported a position in REG in Q2 2024 and has held it in 3 quarters since. 491 funds tracked by Wall St. Rank hold REG as of Q4 2024.

  • B. Riley Wealth Advisors held 6,992 shares of Regency Centers worth $522K as of Q4 2024.
  • B. Riley Wealth Advisors bought 471 Regency Centers shares in Q4 2024, an estimated $34.5K.
  • Regency Centers made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #681 holding.
  • B. Riley Wealth Advisors first reported a position in Regency Centers in Q2 2024 and has held it in 3 quarters since.
  • 491 funds tracked by Wall St. Rank held Regency Centers as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.