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HHM Wealth Advisors’s Regency Centers REG Stock Holding History

HHM Wealth 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
2024
Q2 		– Sell
-107
Closed -$6.48K – 843
2024
Q1 		$6.48K Hold
107
– – ﹤0.01% 592
2023
Q4 		$7.17K Hold
107
– – ﹤0.01% 573
2023
Q3 		$6.36K Hold
107
– – ﹤0.01% 592
2023
Q2 		$6.61K Hold
107
– – ﹤0.01% 615
2023
Q1 		$6.55K Buy
107
+30
+39% +$1.89K ﹤0.01% 596
2022
Q4 		$4.81K Hold
77
– – ﹤0.01% 535
2022
Q3 		$4K Buy
+77
New +$4.71K ﹤0.01% 558

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
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

HHM Wealth Advisors's REG Position: Q2 2024 in Review

HHM Wealth Advisors sold out of Regency Centers (REG) in Q2 2024, closing a stake of 107 shares — an estimated $6.48K sold.

HHM Wealth Advisors first reported a position in REG in Q3 2022 and held it in 7 quarters. The position peaked at $7.17K in Q4 2023. 457 funds tracked by Wall St. Rank hold REG as of Q2 2024.

  • HHM Wealth Advisors reported no remaining Regency Centers position as of Q2 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 107 Regency Centers shares in Q2 2024, an estimated $6.48K.
  • HHM Wealth Advisors first reported a position in Regency Centers in Q3 2022 and held it in 7 quarters.
  • HHM Wealth Advisors's Regency Centers position peaked at $7.17K in Q4 2023.
  • 457 funds tracked by Wall St. Rank held Regency Centers as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.