DOA
REG icon

D'Orazio & Associates’s Regency Centers REG Stock Holding History

D'Orazio & Associates’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
2025
Q1 		– Sell
-2,710
Closed -$200K – 268
2024
Q4 		$200K Buy
+2,710
New +$198K 0.03% 224
2021
Q4 		– Sell
-109
Closed -$7K – 565
2021
Q3 		$7K Buy
+109
New +$7.22K ﹤0.01% 603

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

D'Orazio & Associates's REG Position: Q1 2025 in Review

D'Orazio & Associates sold out of Regency Centers (REG) in Q1 2025, closing a stake of 2,710 shares — an estimated $200K sold.

D'Orazio & Associates first reported a position in REG in Q3 2021 and held it in 2 quarters. The position peaked at $200K in Q4 2024. 513 funds tracked by Wall St. Rank hold REG as of Q1 2025.

  • D'Orazio & Associates reported no remaining Regency Centers position as of Q1 2025 after selling out during the quarter.
  • D'Orazio & Associates sold 2,710 Regency Centers shares in Q1 2025, an estimated $200K.
  • D'Orazio & Associates first reported a position in Regency Centers in Q3 2021 and held it in 2 quarters.
  • D'Orazio & Associates's Regency Centers position peaked at $200K in Q4 2024.
  • 513 funds tracked by Wall St. Rank held Regency Centers as of Q1 2025.

Based on D'Orazio & Associates's 13F filing for Q1 2025, filed 17 Apr 2025.