IGAM
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iA Global Asset Management’s Regency Centers REG Stock Holding History

iA Global Asset 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
Q3 		– Sell
-4,995
Closed -$356K – 454
2025
Q2 		$356K Sell
4,995
-2,457
-33% -$176K 0.01% 363
2025
Q1 		$550K Buy
7,452
+2,691
+57% +$196K 0.01% 335
2024
Q4 		$352K Buy
+4,761
New +$348K 0.01% 362
2024
Q2 		– Sell
-6,467
Closed -$392K – 511
2024
Q1 		$392K Buy
6,467
+1,165
+22% +$72.2K 0.01% 382
2023
Q4 		$355K Sell
5,302
-408
-7% -$25.2K 0.01% 376
2023
Q3 		$339K Sell
5,710
-257
-4% -$16.2K 0.01% 371
2023
Q2 		$369K Buy
+5,967
New +$355K 0.01% 366

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return