Janiczek Wealth Management’s Regency Centers REG Stock Holding History

Janiczek 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
2024 Q2	$29.5K	Sell	474 -39	-8%	-$2.34K	0.01%	490
2024 Q1	$31.1K	Hold	513	–	–	0.01%	485
2023 Q4	$34.4K	Hold	513	–	–	0.01%	457
2023 Q3	$30.5K	Hold	513	–	–	0.01%	449
2023 Q2	$31.7K	Sell	513 -2	-0.4%	-$119	0.01%	384
2023 Q1	$30.7K	Buy	515 +41	+9%	+$2.58K	0.01%	378
2022 Q4	$31.5K	Hold	474	–	–	0.01%	380
2022 Q3	$26K	Sell	474 -40	-8%	-$2.45K	0.01%	412
2022 Q2	$33K	Sell	514 -71	-12%	-$4.71K	0.01%	376
2022 Q1	$42K	Hold	585	–	–	0.01%	332
2021 Q4	$44K	Sell	585 -84	-13%	-$6.06K	0.01%	331
2021 Q3	$45K	Buy	669 +48	+8%	+$3.18K	0.02%	301
2021 Q2	$40K	Buy	621 +48	+8%	+$3.04K	0.01%	296
2021 Q1	$32K	Buy	573 +122	+27%	+$6.35K	0.01%	311
2020 Q4	$21K	Buy	451 +354	+365%	+$15.2K	0.01%	347
2020 Q3	$4K	Buy	+97	New	+$3.98K	﹤0.01%	400

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Janiczek Wealth Management's REG Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Regency Centers (REG) stake by 7.6% in Q2 2024, selling an estimated $2.34K and leaving 474 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #490.

Janiczek Wealth Management first reported a position in REG in Q3 2020 and has held it in 16 quarters since. The position peaked at $45K in Q3 2021. 455 funds tracked by Wall St. Rank hold REG as of Q2 2024.

Janiczek Wealth Management held 474 shares of Regency Centers worth $29.5K as of Q2 2024.
Janiczek Wealth Management sold 39 Regency Centers shares in Q2 2024, an estimated $2.34K.
Regency Centers made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #490 holding.
Janiczek Wealth Management first reported a position in Regency Centers in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's Regency Centers position peaked at $45K in Q3 2021.
455 funds tracked by Wall St. Rank held Regency Centers as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.