Berman Capital Advisors’s Regency Centers REG Stock Holding History

Berman 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
2021 Q3	$21K	Buy	326 +268	+462%	+$17.8K	﹤0.01%	973
2021 Q2	$3K	Buy	58 +20	+53%	+$1.26K	﹤0.01%	1512
2021 Q1	$2K	Buy	38 +4	+12%	+$208	﹤0.01%	1542
2020 Q4	$1K	Sell	34 -28	-45%	-$1.2K	﹤0.01%	1576
2020 Q3	$2K	Buy	62 +27	+77%	+$1.11K	﹤0.01%	1331
2020 Q2	$1K	Sell	35 -709	-95%	-$30K	﹤0.01%	1488
2020 Q1	$27K	Buy	744 +55	+8%	+$3.16K	0.01%	425
2019 Q4	$43K	Buy	689 +609	+761%	+$40K	0.01%	350
2019 Q3	$5K	Hold	80	–	–	﹤0.01%	956
2019 Q2	$5K	Sell	80 -24	-23%	-$1.61K	﹤0.01%	965
2019 Q1	$7K	Buy	104 +24	+30%	+$1.53K	﹤0.01%	782
2018 Q4	$4K	Buy	+80	New	+$5.01K	﹤0.01%	754

Other funds holding REG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Berman Capital Advisors's REG Position: Q3 2021 in Review

Berman Capital Advisors increased its Regency Centers (REG) stake by 462% in Q3 2021, buying an estimated $17.8K and bringing the position to 326 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Berman Capital Advisors first reported a position in REG in Q4 2018 and has held it in 12 quarters since. The position peaked at $43K in Q4 2019. 382 funds tracked by Wall St. Rank hold REG as of Q3 2021.

Berman Capital Advisors held 326 shares of Regency Centers worth $21K as of Q3 2021.
Berman Capital Advisors bought 268 Regency Centers shares in Q3 2021, an estimated $17.8K.
Regency Centers made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #973 holding.
Berman Capital Advisors first reported a position in Regency Centers in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Regency Centers position peaked at $43K in Q4 2019.
382 funds tracked by Wall St. Rank held Regency Centers as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.