KFS
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Kissinger Financial Services’s Regency Centers REG Stock Holding History

Kissinger Financial Services’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
2017
Q2 		$1.1M Buy
17,593
+4,604
+35% +$291K 1.1% 30
2017
Q1 		$862K Buy
+12,989
New +$890K 0.89% 36

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kissinger Financial Services's REG Position: Q2 2017 in Review

Kissinger Financial Services increased its Regency Centers (REG) stake by 35% in Q2 2017, buying an estimated $291K and bringing the position to 17,593 shares worth $1.1M. The position accounts for 1.1% of the portfolio, ranked #30.

Kissinger Financial Services first reported a position in REG in Q1 2017 and has held it in 2 quarters since. 345 funds tracked by Wall St. Rank hold REG as of Q2 2017.

  • Kissinger Financial Services held 17,593 shares of Regency Centers worth $1.1M as of Q2 2017.
  • Kissinger Financial Services bought 4,604 Regency Centers shares in Q2 2017, an estimated $291K.
  • Regency Centers made up 1.1% of Kissinger Financial Services's portfolio in Q2 2017, its #30 holding.
  • Kissinger Financial Services first reported a position in Regency Centers in Q1 2017 and has held it in 2 quarters since.
  • 345 funds tracked by Wall St. Rank held Regency Centers as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.