FFA
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First Foundation Advisors’s Regency Centers REG Stock Holding History

First Foundation Advisors’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
2013
Q3 		– Sell
-11,250
Closed -$572K – 177
2013
Q2 		$572K Buy
+11,250
New +$603K 0.11% 69

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Foundation Advisors's REG Position: Q3 2013 in Review

First Foundation Advisors sold out of Regency Centers (REG) in Q3 2013, closing a stake of 11,250 shares — an estimated $572K sold.

First Foundation Advisors first reported a position in REG in Q2 2013 and held it in 1 quarter. The position peaked at $572K in Q2 2013. 236 funds tracked by Wall St. Rank hold REG as of Q3 2013.

  • First Foundation Advisors reported no remaining Regency Centers position as of Q3 2013 after selling out during the quarter.
  • First Foundation Advisors sold 11,250 Regency Centers shares in Q3 2013, an estimated $572K.
  • First Foundation Advisors first reported a position in Regency Centers in Q2 2013 and held it in 1 quarter.
  • First Foundation Advisors's Regency Centers position peaked at $572K in Q2 2013.
  • 236 funds tracked by Wall St. Rank held Regency Centers as of Q3 2013.

Based on First Foundation Advisors's 13F filing for Q3 2013, filed 15 Nov 2013.