IMA Advisory Services’s Regency Centers REG Stock Holding History

IMA Advisory Services’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
2020 Q4	–	Sell	-77	Closed	-$3K	–	316
2020 Q3	$3K	Buy	+77	New	+$3.16K	﹤0.01%	252

Other funds holding REG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IMA Advisory Services's REG Position: Q4 2020 in Review

IMA Advisory Services sold out of Regency Centers (REG) in Q4 2020, closing a stake of 77 shares — an estimated $3K sold.

IMA Advisory Services first reported a position in REG in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 373 funds tracked by Wall St. Rank hold REG as of Q4 2020.

IMA Advisory Services reported no remaining Regency Centers position as of Q4 2020 after selling out during the quarter.
IMA Advisory Services sold 77 Regency Centers shares in Q4 2020, an estimated $3K.
IMA Advisory Services first reported a position in Regency Centers in Q3 2020 and held it in 1 quarter.
IMA Advisory Services's Regency Centers position peaked at $3K in Q3 2020.
373 funds tracked by Wall St. Rank held Regency Centers as of Q4 2020.

Based on IMA Advisory Services's 13F filing for Q4 2020, filed 8 Feb 2021.