JFS Wealth Advisors’s Regency Centers REG Stock Holding History

JFS Wealth Advisors’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	–	Sell	-2	Closed	-$122	–	2034
2024 Q1	$122	Sell	2 -9	-82%	-$558	﹤0.01%	1932
2023 Q4	$737	Buy	+11	New	+$680	﹤0.01%	1720

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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

AAMU

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

JFS Wealth Advisors's REG Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Regency Centers (REG) in Q2 2024, closing a stake of 2 shares — an estimated $122 sold.

JFS Wealth Advisors first reported a position in REG in Q4 2023 and held it in 2 quarters. The position peaked at $737 in Q4 2023. 457 funds tracked by Wall St. Rank hold REG as of Q2 2024.

JFS Wealth Advisors reported no remaining Regency Centers position as of Q2 2024 after selling out during the quarter.
JFS Wealth Advisors sold 2 Regency Centers shares in Q2 2024, an estimated $122.
JFS Wealth Advisors first reported a position in Regency Centers in Q4 2023 and held it in 2 quarters.
JFS Wealth Advisors's Regency Centers position peaked at $737 in Q4 2023.
457 funds tracked by Wall St. Rank held Regency Centers as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.