Endurance Wealth Management’s Regency Centers REG Stock Holding History

Endurance 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
2023 Q2	$1K	Hold	13	–	–	﹤0.01%	627
2023 Q1	$1K	Hold	13	–	–	﹤0.01%	630
2022 Q4	$1K	Hold	13	–	–	﹤0.01%	619
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	600
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	612
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	629
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	615
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	620
2021 Q2	$0	Hold	13	–	–	﹤0.01%	641
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	629
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	601
2020 Q3	$0	Hold	13	–	–	﹤0.01%	638
2020 Q2	$1K	Hold	13	–	–	﹤0.01%	594
2020 Q1	$0	Buy	+13	New	+$748	﹤0.01%	582

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Endurance Wealth Management's REG Position: Q2 2023 in Review

Endurance Wealth Management held its Regency Centers (REG) position steady in Q2 2023 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Endurance Wealth Management first reported a position in REG in Q1 2020 and has held it in 14 quarters since. 426 funds tracked by Wall St. Rank hold REG as of Q2 2023.

Endurance Wealth Management held 13 shares of Regency Centers worth $1K as of Q2 2023.
Endurance Wealth Management left its Regency Centers share count unchanged in Q2 2023.
Regency Centers made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #627 holding.
Endurance Wealth Management first reported a position in Regency Centers in Q1 2020 and has held it in 14 quarters since.
426 funds tracked by Wall St. Rank held Regency Centers as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.