JFA
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JNBA Financial Advisors’s Regency Centers REG Stock Holding History

JNBA Financial 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
2019
Q3 		– Sell
-157
Closed -$10K – 676
2019
Q2 		$10K Buy
+157
New +$10.5K ﹤0.01% 439
2016
Q4 		– Sell
-533
Closed -$41K – 1134
2016
Q3 		$41K Buy
+533
New +$43.1K 0.01% 583
2015
Q1 		– Sell
-76
Closed -$5K – 549
2014
Q4 		$5K Hold
76
– – ﹤0.01% 422
2014
Q3 		$4K Buy
+76
New +$4.24K ﹤0.01% 468

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return