IHT Wealth Management’s Regency Centers REG Stock Holding History

IHT Wealth 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
2018 Q2	–	Sell	-150	Closed	-$9K	–	1129
2018 Q1	$9K	Hold	150	–	–	﹤0.01%	1221
2017 Q4	$10K	Hold	150	–	–	﹤0.01%	1202
2017 Q3	$9K	Hold	150	–	–	﹤0.01%	991
2017 Q2	$124K	Buy	+150	New	+$9.47K	0.06%	302

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

AAMU

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IHT Wealth Management's REG Position: Q2 2018 in Review

IHT Wealth Management sold out of Regency Centers (REG) in Q2 2018, closing a stake of 150 shares — an estimated $9K sold.

IHT Wealth Management first reported a position in REG in Q2 2017 and held it in 4 quarters. The position peaked at $124K in Q2 2017. 397 funds tracked by Wall St. Rank hold REG as of Q2 2018.

IHT Wealth Management reported no remaining Regency Centers position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 150 Regency Centers shares in Q2 2018, an estimated $9K.
IHT Wealth Management first reported a position in Regency Centers in Q2 2017 and held it in 4 quarters.
IHT Wealth Management's Regency Centers position peaked at $124K in Q2 2017.
397 funds tracked by Wall St. Rank held Regency Centers as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.