Freedom Investment Management’s Regency Centers REG Stock Holding History

Freedom Investment 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
2025 Q1	–	Sell	-3,239	Closed	-$239K	–	805
2024 Q4	$239K	Buy	3,239 +28	+0.9%	+$2.05K	0.02%	672
2024 Q3	$232K	Sell	3,211 -806	-20%	-$55.8K	0.02%	673
2024 Q2	$250K	Sell	4,017 -10,679	-73%	-$640K	0.02%	663
2024 Q1	$890K	Sell	14,696 -1,744	-11%	-$108K	0.07%	276
2023 Q4	$1.1M	Sell	16,440 -2,337	-12%	-$145K	0.09%	216
2023 Q3	$1.12M	Sell	18,777 -3,465	-16%	-$219K	0.14%	180
2023 Q2	$1.37M	Sell	22,242 -2,020	-8%	-$120K	0.15%	163
2023 Q1	$1.48M	Buy	+24,262	New	+$1.53M	0.17%	164
2016 Q3	–	Sell	-4,016	Closed	-$336K	–	936
2016 Q2	$336K	Sell	4,016 -297	-7%	-$22.9K	0.02%	549
2016 Q1	$323K	Buy	+4,313	New	+$308K	0.02%	533

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Freedom Investment Management's REG Position: Q1 2025 in Review

Freedom Investment Management sold out of Regency Centers (REG) in Q1 2025, closing a stake of 3,239 shares — an estimated $239K sold.

Freedom Investment Management first reported a position in REG in Q1 2016 and held it in 10 quarters. The position peaked at $1.48M in Q1 2023. 513 funds tracked by Wall St. Rank hold REG as of Q1 2025.

Freedom Investment Management reported no remaining Regency Centers position as of Q1 2025 after selling out during the quarter.
Freedom Investment Management sold 3,239 Regency Centers shares in Q1 2025, an estimated $239K.
Freedom Investment Management first reported a position in Regency Centers in Q1 2016 and held it in 10 quarters.
Freedom Investment Management's Regency Centers position peaked at $1.48M in Q1 2023.
513 funds tracked by Wall St. Rank held Regency Centers as of Q1 2025.

Based on Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.