Gradient Investments’s Regency Centers REG Stock Holding History

Gradient Investments’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	-13	Closed	-$787	–	1458
2024 Q1	$787	Hold	13	–	–	﹤0.01%	945
2023 Q4	$871	Hold	13	–	–	﹤0.01%	1466
2023 Q3	$773	Buy	+13	New	+$821	﹤0.01%	1451

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 $3.38T AUM 44.17% 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

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Gradient Investments's REG Position: Q2 2024 in Review

Gradient Investments sold out of Regency Centers (REG) in Q2 2024, closing a stake of 13 shares — an estimated $787 sold.

Gradient Investments first reported a position in REG in Q3 2023 and held it in 3 quarters. The position peaked at $871 in Q4 2023. 457 funds tracked by Wall St. Rank hold REG as of Q2 2024.

Gradient Investments reported no remaining Regency Centers position as of Q2 2024 after selling out during the quarter.
Gradient Investments sold 13 Regency Centers shares in Q2 2024, an estimated $787.
Gradient Investments first reported a position in Regency Centers in Q3 2023 and held it in 3 quarters.
Gradient Investments's Regency Centers position peaked at $871 in Q4 2023.
457 funds tracked by Wall St. Rank held Regency Centers as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.