Kula Investments’s Regency Centers REG Stock Holding History

Kula Investments’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 Q1	$586K	Buy	9,583 +3,994	+71%	+$251K	0.14%	261
2022 Q4	$349K	Buy	+5,589	New	+$343K	0.1%	329

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Kula Investments's REG Position: Q1 2023 in Review

Kula Investments increased its Regency Centers (REG) stake by 71% in Q1 2023, buying an estimated $251K and bringing the position to 9,583 shares worth $586K. The position accounts for 0.14% of the portfolio, ranked #261.

Kula Investments first reported a position in REG in Q4 2022 and has held it in 2 quarters since. 417 funds tracked by Wall St. Rank hold REG as of Q1 2023.

Kula Investments held 9,583 shares of Regency Centers worth $586K as of Q1 2023.
Kula Investments bought 3,994 Regency Centers shares in Q1 2023, an estimated $251K.
Regency Centers made up 0.14% of Kula Investments's portfolio in Q1 2023, its #261 holding.
Kula Investments first reported a position in Regency Centers in Q4 2022 and has held it in 2 quarters since.
417 funds tracked by Wall St. Rank held Regency Centers as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.