Institutional & Family Asset Management’s Regency Centers REG Stock Holding History

Institutional & Family 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
2022 Q4	–	Sell	-77	Closed	-$4K	–	768
2022 Q3	$4K	Hold	77	–	–	﹤0.01%	517
2022 Q2	$5K	Hold	77	–	–	﹤0.01%	496
2022 Q1	$5K	Hold	77	–	–	﹤0.01%	551
2021 Q4	$6K	Hold	77	–	–	﹤0.01%	537
2021 Q3	$5K	Hold	77	–	–	﹤0.01%	673
2021 Q2	$5K	Hold	77	–	–	﹤0.01%	717
2021 Q1	$4K	Hold	77	–	–	﹤0.01%	728
2020 Q4	$4K	Hold	77	–	–	﹤0.01%	678
2020 Q3	$3K	Hold	77	–	–	﹤0.01%	653
2020 Q2	$4K	Hold	77	–	–	﹤0.01%	617
2020 Q1	$3K	Hold	77	–	–	﹤0.01%	597
2019 Q4	$5K	Hold	77	–	–	﹤0.01%	604
2019 Q3	$5K	Hold	77	–	–	﹤0.01%	571
2019 Q2	$5K	Hold	77	–	–	﹤0.01%	606
2019 Q1	$5K	Hold	77	–	–	﹤0.01%	605
2018 Q4	$5K	Hold	77	–	–	﹤0.01%	590
2018 Q3	$5K	Hold	77	–	–	﹤0.01%	621
2018 Q2	$5K	Hold	77	–	–	﹤0.01%	622
2018 Q1	$5K	Buy	+77	New	+$4.65K	﹤0.01%	603

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

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Institutional & Family Asset Management's REG Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Regency Centers (REG) in Q4 2022, closing a stake of 77 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in REG in Q1 2018 and held it in 19 quarters. The position peaked at $6K in Q4 2021. 427 funds tracked by Wall St. Rank hold REG as of Q4 2022.

Institutional & Family Asset Management reported no remaining Regency Centers position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 77 Regency Centers shares in Q4 2022, an estimated $4K.
Institutional & Family Asset Management first reported a position in Regency Centers in Q1 2018 and held it in 19 quarters.
Institutional & Family Asset Management's Regency Centers position peaked at $6K in Q4 2021.
427 funds tracked by Wall St. Rank held Regency Centers as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.