DWM
REG icon

Destination Wealth Management’s Regency Centers REG Stock Holding History

Destination Wealth Management’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
2019
Q3 		– Sell
-17
Closed -$1K – 416
2019
Q2 		$1K Hold
17
– – ﹤0.01% 548
2019
Q1 		$1K Buy
+17
New +$1.08K ﹤0.01% 654

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Destination Wealth Management's REG Position: Q3 2019 in Review

Destination Wealth Management sold out of Regency Centers (REG) in Q3 2019, closing a stake of 17 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in REG in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 380 funds tracked by Wall St. Rank hold REG as of Q3 2019.

  • Destination Wealth Management reported no remaining Regency Centers position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 17 Regency Centers shares in Q3 2019, an estimated $1K.
  • Destination Wealth Management first reported a position in Regency Centers in Q1 2019 and held it in 2 quarters.
  • Destination Wealth Management's Regency Centers position peaked at $1K in Q2 2019.
  • 380 funds tracked by Wall St. Rank held Regency Centers as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.