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CSat Investment Advisory’s Regency Centers REG Stock Holding History

CSat Investment 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
2021
Q1 		$84K Sell
1,489
-184
-11% -$9.58K 0.07% 103
2020
Q4 		$76K Sell
1,673
-321
-16% -$13.8K 0.07% 103
2020
Q3 		$75K Buy
1,994
+576
+41% +$23.7K 0.01% 574
2020
Q2 		$65K Buy
1,418
+8
+0.6% +$338 0.01% 626
2020
Q1 		$54K Buy
1,410
+86
+6% +$4.95K 0.01% 505
2019
Q4 		$84K Buy
1,324
+277
+26% +$18.2K 0.02% 408
2019
Q3 		$73K Buy
1,047
+78
+8% +$5.19K 0.02% 384
2019
Q2 		$64K Buy
969
+545
+129% +$36.6K 0.02% 393
2019
Q1 		$29K Buy
424
+34
+9% +$2.17K 0.01% 235
2018
Q4 		$23K Buy
390
+102
+35% +$6.38K 0.01% 243
2018
Q3 		$19K Sell
288
-43
-13% -$2.74K 0.01% 235
2018
Q2 		$21K Buy
+331
New +$19.4K 0.01% 202

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CSat Investment Advisory's REG Position: Q1 2021 in Review

CSat Investment Advisory reduced its Regency Centers (REG) stake by 11% in Q1 2021, selling an estimated $9.58K and leaving 1,489 shares worth $84K. The position accounts for 0.07% of the portfolio, ranked #103.

CSat Investment Advisory first reported a position in REG in Q2 2018 and has held it in 12 quarters since. 366 funds tracked by Wall St. Rank hold REG as of Q1 2021.

  • CSat Investment Advisory held 1,489 shares of Regency Centers worth $84K as of Q1 2021.
  • CSat Investment Advisory sold 184 Regency Centers shares in Q1 2021, an estimated $9.58K.
  • Regency Centers made up 0.07% of CSat Investment Advisory's portfolio in Q1 2021, its #103 holding.
  • CSat Investment Advisory first reported a position in Regency Centers in Q2 2018 and has held it in 12 quarters since.
  • 366 funds tracked by Wall St. Rank held Regency Centers as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.