JAM
REG icon

Jupiter Asset Management’s Regency Centers REG Stock Holding History

Jupiter 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
2025
Q3 		– Sell
-3,374
Closed -$240K – 530
2025
Q2 		$240K Sell
3,374
-131,223
-97% -$9.38M ﹤0.01% 418
2025
Q1 		$9.93M Buy
+134,597
New +$9.8M 0.1% 221
2022
Q3 		– Sell
-15,920
Closed -$944K – 622
2022
Q2 		$944K Sell
15,920
-3,070
-16% -$204K 0.01% 437
2022
Q1 		$1.35M Sell
18,990
-9,018
-32% -$631K 0.02% 388
2021
Q4 		$2.1M Buy
+28,008
New +$2.02M 0.02% 352
2021
Q3 		– Sell
-4,531
Closed -$290K – 632
2021
Q2 		$290K Buy
+4,531
New +$287K ﹤0.01% 541
2016
Q3 		– Sell
-63,700
Closed -$5.33M – 214
2016
Q2 		$5.33M Buy
+63,700
New +$4.9M 0.2% 134

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return