FGAM
REG icon

Financial Gravity Asset Management’s Regency Centers REG Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-314
Closed -$19.1K – 2284
2024
Q1 		$19.1K Sell
314
-232
-42% -$14.4K ﹤0.01% 549
2023
Q4 		$32.6K Buy
546
+86
+19% +$5.32K ﹤0.01% 622
2023
Q3 		$26.8K Buy
460
+398
+642% +$25.1K ﹤0.01% 527
2023
Q2 		$13.6K Buy
62
+1
+2% +$60 0.04% 219
2023
Q1 		$5.76K Sell
61
-2
-3% -$126 0.18% 130
2022
Q4 		$1.28K Buy
+63
New +$3.87K 0.01% 621
2018
Q3 		– Sell
-28
Closed -$2K – 1583
2018
Q2 		$2K Sell
28
-5
-15% -$293 ﹤0.01% 1026
2018
Q1 		$2K Buy
+33
New +$1.99K ﹤0.01% 996

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return