EW
REG icon

Evoke Wealth’s Regency Centers REG Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-21
Closed -$1K – 961
2022
Q3 		$1K Hold
21
– – ﹤0.01% 1136
2022
Q2 		$1K Buy
21
+5
+31% +$332 ﹤0.01% 1129
2022
Q1 		$1K Hold
16
– – ﹤0.01% 1124
2021
Q4 		$1K Hold
16
– – ﹤0.01% 1144
2021
Q3 		$1K Hold
16
– – ﹤0.01% 1101
2021
Q2 		$1K Hold
16
– – ﹤0.01% 1141
2021
Q1 		$1K Hold
16
– – ﹤0.01% 1132
2020
Q4 		$1K Hold
16
– – ﹤0.01% 995
2020
Q3 		$1K Buy
+16
New +$657 ﹤0.01% 969
2020
Q2 		– Sell
-9
Closed -$351 – 1166
2020
Q1 		$351 Sell
9
-11
-55% -$633 ﹤0.01% 1051
2019
Q4 		$1.27K Sell
20
-59
-75% -$3.88K ﹤0.01% 1133
2019
Q3 		$5.5K Buy
+79
New +$5.26K ﹤0.01% 979

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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evoke Wealth's REG Position: Q4 2022 in Review

Evoke Wealth sold out of Regency Centers (REG) in Q4 2022, closing a stake of 21 shares — an estimated $1K sold.

Evoke Wealth first reported a position in REG in Q3 2019 and held it in 12 quarters. The position peaked at $5.5K in Q3 2019. 427 funds tracked by Wall St. Rank hold REG as of Q4 2022.

  • Evoke Wealth reported no remaining Regency Centers position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 21 Regency Centers shares in Q4 2022, an estimated $1K.
  • Evoke Wealth first reported a position in Regency Centers in Q3 2019 and held it in 12 quarters.
  • Evoke Wealth's Regency Centers position peaked at $5.5K in Q3 2019.
  • 427 funds tracked by Wall St. Rank held Regency Centers as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.