JP Morgan Private Wealth Advisors’s Regency Centers REG Stock Holding History

JP Morgan Private 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
2023 Q2	–	Sell	-13,863	Closed	-$848K	–	1823
2023 Q1	$848K	Sell	13,863 -2,221	-14%	-$140K	﹤0.01%	1245
2022 Q4	$1.01M	Sell	16,084 -102	-0.6%	-$6.26K	﹤0.01%	1145
2022 Q3	$872K	Sell	16,186 -1,088	-6%	-$66.5K	﹤0.01%	1205
2022 Q2	$1.02M	Buy	17,274 +8,502	+97%	+$564K	﹤0.01%	1139
2022 Q1	$626K	Buy	+8,772	New	+$614K	﹤0.01%	1433
2021 Q2	–	Sell	-7,155	Closed	-$406K	–	1933
2021 Q1	$406K	Buy	+7,155	New	+$373K	﹤0.01%	1400
2020 Q4	–	Sell	-6,468	Closed	-$246K	–	1731
2020 Q3	$246K	Sell	6,468 -2,958	-31%	-$121K	﹤0.01%	1441
2020 Q2	$433K	Sell	9,426 -5,442	-37%	-$230K	﹤0.01%	1165
2020 Q1	$571K	Buy	14,868 +2,516	+20%	+$145K	﹤0.01%	887
2019 Q4	$779K	Buy	+12,352	New	+$811K	﹤0.01%	889
2018 Q3	–	Sell	-7,346	Closed	-$456K	–	1610
2018 Q2	$456K	Buy	+7,346	New	+$431K	﹤0.01%	1040

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's REG Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Regency Centers (REG) in Q2 2023, closing a stake of 13,863 shares — an estimated $848K sold.

JP Morgan Private Wealth Advisors first reported a position in REG in Q2 2018 and held it in 11 quarters. The position peaked at $1.02M in Q2 2022. 426 funds tracked by Wall St. Rank hold REG as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining Regency Centers position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 13,863 Regency Centers shares in Q2 2023, an estimated $848K.
JP Morgan Private Wealth Advisors first reported a position in Regency Centers in Q2 2018 and held it in 11 quarters.
JP Morgan Private Wealth Advisors's Regency Centers position peaked at $1.02M in Q2 2022.
426 funds tracked by Wall St. Rank held Regency Centers as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.