Certified Advisory Corp’s Regency Centers REG Stock Holding History

Certified Advisory Corp’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 Q2	$17K	Buy	380 +5	+1%	+$211	0.01%	471
2020 Q1	$14K	Buy	375 +3	+0.8%	+$173	0.01%	483
2019 Q4	$23K	Buy	372 +4	+1%	+$263	0.01%	456
2019 Q3	$26K	Buy	368 +3	+0.8%	+$200	0.01%	431
2019 Q2	$24K	Buy	365 +3	+0.8%	+$202	0.01%	448
2019 Q1	$24K	Buy	362 +3	+0.8%	+$191	0.01%	416
2018 Q4	$21K	Buy	359 +4	+1%	+$250	0.01%	422
2018 Q3	$23K	Buy	355 +2	+0.6%	+$127	0.01%	423
2018 Q2	$22K	Buy	353 +4	+1%	+$235	0.01%	418
2018 Q1	$20K	Buy	349 +4	+1%	+$242	0.01%	416
2017 Q4	$23K	Buy	+345	New	+$22.8K	0.02%	346

Other funds holding REG

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return