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Heritage Wealth Management (Arizona)’s Regency Centers REG Stock Holding History

Heritage Wealth Management (Arizona)’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 		$11.1K Buy
178
+116
+187% +$7.13K ﹤0.01% 760
2022
Q3 		$3K Buy
+62
New +$3.79K ﹤0.01% 842

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Heritage Wealth Management (Arizona)'s REG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Regency Centers (REG) stake by 187% in Q4 2022, buying an estimated $7.13K and bringing the position to 178 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Heritage Wealth Management (Arizona) first reported a position in REG in Q3 2022 and has held it in 2 quarters since. 428 funds tracked by Wall St. Rank hold REG as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 178 shares of Regency Centers worth $11.1K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 116 Regency Centers shares in Q4 2022, an estimated $7.13K.
  • Regency Centers made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #760 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Regency Centers in Q3 2022 and has held it in 2 quarters since.
  • 428 funds tracked by Wall St. Rank held Regency Centers as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.