BFEC
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Benjamin F. Edwards & Company’s Regency Centers REG Stock Holding History

Benjamin F. Edwards & Company’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
Q1 		– Sell
-66
Closed -$4K – 2227
2023
Q4 		$4K Buy
+66
New +$4.08K ﹤0.01% 1914
2020
Q4 		– Sell
-150
Closed -$6K – 1720
2020
Q3 		$6K Hold
150
– – ﹤0.01% 1395
2020
Q2 		$7K Sell
150
-195
-57% -$8.24K ﹤0.01% 1359
2020
Q1 		$13K Hold
345
– – ﹤0.01% 1192
2019
Q4 		$22K Buy
345
+135
+64% +$8.87K ﹤0.01% 1210
2019
Q3 		$15K Sell
210
-495
-70% -$33K ﹤0.01% 1288
2019
Q2 		$47K Buy
705
+81
+13% +$5.44K ﹤0.01% 922
2019
Q1 		$42K Sell
624
-19
-3% -$1.21K ﹤0.01% 920
2018
Q4 		$38K Buy
643
+19
+3% +$1.19K ﹤0.01% 901
2018
Q3 		$40K Buy
624
+150
+32% +$9.56K ﹤0.01% 926
2018
Q2 		$29K Sell
474
-22
-4% -$1.29K ﹤0.01% 992
2018
Q1 		$29K Buy
496
+22
+5% +$1.33K ﹤0.01% 979
2017
Q4 		$33K Hold
474
– – ﹤0.01% 900
2017
Q3 		$29K Buy
+474
New +$30.5K ﹤0.01% 885

Other funds holding REG

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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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Benjamin F. Edwards & Company's REG Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of Regency Centers (REG) in Q1 2024, closing a stake of 66 shares — an estimated $4K sold.

Benjamin F. Edwards & Company first reported a position in REG in Q3 2017 and held it in 14 quarters. The position peaked at $47K in Q2 2019. 465 funds tracked by Wall St. Rank hold REG as of Q1 2024.

  • Benjamin F. Edwards & Company reported no remaining Regency Centers position as of Q1 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 66 Regency Centers shares in Q1 2024, an estimated $4K.
  • Benjamin F. Edwards & Company first reported a position in Regency Centers in Q3 2017 and held it in 14 quarters.
  • Benjamin F. Edwards & Company's Regency Centers position peaked at $47K in Q2 2019.
  • 465 funds tracked by Wall St. Rank held Regency Centers as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.