Kaizen Advisory’s Regency Centers REG Stock Holding History

Kaizen Advisory’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 Q4	$29K	Buy	500 +144	+40%	+$9.01K	0.02%	447
2018 Q3	$23K	Hold	356	–	–	0.01%	503
2018 Q2	$22K	Buy	356 +221	+164%	+$13K	0.01%	521
2018 Q1	$8K	Hold	135	–	–	0.01%	531
2017 Q4	$9K	Buy	+135	New	+$8.91K	0.01%	511

Other funds holding REG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kaizen Advisory's REG Position: Q4 2018 in Review

Kaizen Advisory increased its Regency Centers (REG) stake by 40% in Q4 2018, buying an estimated $9.01K and bringing the position to 500 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #447.

Kaizen Advisory first reported a position in REG in Q4 2017 and has held it in 5 quarters since. 362 funds tracked by Wall St. Rank hold REG as of Q4 2018.

Kaizen Advisory held 500 shares of Regency Centers worth $29K as of Q4 2018.
Kaizen Advisory bought 144 Regency Centers shares in Q4 2018, an estimated $9.01K.
Regency Centers made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #447 holding.
Kaizen Advisory first reported a position in Regency Centers in Q4 2017 and has held it in 5 quarters since.
362 funds tracked by Wall St. Rank held Regency Centers as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.