Jupiter Investment Management’s Regency Centers REG Stock Holding History

Jupiter Investment 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
2018 Q3	–	Sell	-1,200	Closed	-$74K	–	436
2018 Q2	$74K	Buy	+1,200	New	+$70.4K	﹤0.01%	357
2014 Q3	–	Sell	-1,900	Closed	-$105K	–	387
2014 Q2	$105K	Buy	+1,900	New	+$101K	0.01%	311
2014 Q1	–	Sell	-12,500	Closed	-$578K	–	400
2013 Q4	$578K	Buy	+12,500	New	+$611K	0.05%	259

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

AAMU

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

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

Jupiter Investment Management's REG Position: Q3 2018 in Review

Jupiter Investment Management sold out of Regency Centers (REG) in Q3 2018, closing a stake of 1,200 shares — an estimated $74K sold.

Jupiter Investment Management first reported a position in REG in Q4 2013 and held it in 3 quarters. The position peaked at $578K in Q4 2013. 381 funds tracked by Wall St. Rank hold REG as of Q3 2018.

Jupiter Investment Management reported no remaining Regency Centers position as of Q3 2018 after selling out during the quarter.
Jupiter Investment Management sold 1,200 Regency Centers shares in Q3 2018, an estimated $74K.
Jupiter Investment Management first reported a position in Regency Centers in Q4 2013 and held it in 3 quarters.
Jupiter Investment Management's Regency Centers position peaked at $578K in Q4 2013.
381 funds tracked by Wall St. Rank held Regency Centers as of Q3 2018.

Based on Jupiter Investment Management's 13F filing for Q3 2018, filed 17 Oct 2018.