Continuum Advisory’s Regency Centers REG Stock Holding History

Continuum Advisory’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 Q3	–	Sell	-1	Closed	-$62	–	2001
2024 Q2	$62	Hold	1	–	–	﹤0.01%	1685
2024 Q1	$59	Buy	+1	New	+$62	﹤0.01%	1684

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 $3.37T AUM 44.26% 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

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Continuum Advisory's REG Position: Q3 2024 in Review

Continuum Advisory sold out of Regency Centers (REG) in Q3 2024, closing a stake of 1 share — an estimated $62 sold.

Continuum Advisory first reported a position in REG in Q1 2024 and held it in 2 quarters. The position peaked at $62 in Q2 2024. 484 funds tracked by Wall St. Rank hold REG as of Q3 2024.

Continuum Advisory reported no remaining Regency Centers position as of Q3 2024 after selling out during the quarter.
Continuum Advisory sold 1 Regency Centers share in Q3 2024, an estimated $62.
Continuum Advisory first reported a position in Regency Centers in Q1 2024 and held it in 2 quarters.
Continuum Advisory's Regency Centers position peaked at $62 in Q2 2024.
484 funds tracked by Wall St. Rank held Regency Centers as of Q3 2024.

Based on Continuum Advisory's 13F filing for Q3 2024, filed 15 Nov 2024.