BOK Financial Private Wealth’s Regency Centers REG Stock Holding History

BOK Financial Private Wealth’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	-10	Closed	-$747	–	635
2024 Q4	$747	Buy	+10	New	+$732	﹤0.01%	537

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

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

BOK Financial Private Wealth's REG Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Regency Centers (REG) in Q1 2025, closing a stake of 10 shares — an estimated $747 sold.

BOK Financial Private Wealth first reported a position in REG in Q4 2024 and held it in 1 quarter. The position peaked at $747 in Q4 2024. 513 funds tracked by Wall St. Rank hold REG as of Q1 2025.

BOK Financial Private Wealth reported no remaining Regency Centers position as of Q1 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 10 Regency Centers shares in Q1 2025, an estimated $747.
BOK Financial Private Wealth first reported a position in Regency Centers in Q4 2024 and held it in 1 quarter.
BOK Financial Private Wealth's Regency Centers position peaked at $747 in Q4 2024.
513 funds tracked by Wall St. Rank held Regency Centers as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.