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Capital Directions Investment Advisors’s Regency Centers REG Stock Holding History

Capital Directions Investment 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
2020
Q1 		– Sell
-810
Closed -$51K – 238
2019
Q4 		$51K Hold
810
– – 0.02% 132
2019
Q3 		$56K Buy
+810
New +$53.9K 0.02% 119

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Directions Investment Advisors's REG Position: Q1 2020 in Review

Capital Directions Investment Advisors sold out of Regency Centers (REG) in Q1 2020, closing a stake of 810 shares — an estimated $51K sold.

Capital Directions Investment Advisors first reported a position in REG in Q3 2019 and held it in 2 quarters. The position peaked at $56K in Q3 2019. 359 funds tracked by Wall St. Rank hold REG as of Q1 2020.

  • Capital Directions Investment Advisors reported no remaining Regency Centers position as of Q1 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 810 Regency Centers shares in Q1 2020, an estimated $51K.
  • Capital Directions Investment Advisors first reported a position in Regency Centers in Q3 2019 and held it in 2 quarters.
  • Capital Directions Investment Advisors's Regency Centers position peaked at $56K in Q3 2019.
  • 359 funds tracked by Wall St. Rank held Regency Centers as of Q1 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2020, filed 11 May 2020.