EW
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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 $5.7T 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return