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Laird Norton Wetherby Wealth Management’s Regency Centers REG Stock Holding History

Laird Norton Wetherby Wealth 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
2024
Q4 		$266K Buy
3,595
+52
+1% +$3.8K 0.01% 741
2024
Q3 		$256K Buy
3,543
+133
+4% +$9.2K 0.01% 786
2024
Q2 		$212K Sell
3,410
-337
-9% -$20.2K 0.01% 834
2024
Q1 		$227K Sell
3,747
-96
-2% -$5.95K 0.01% 842
2023
Q4 		$257K Buy
3,843
+57
+2% +$3.52K 0.01% 772
2023
Q3 		$225K Sell
3,786
-193
-5% -$12.2K 0.01% 783
2023
Q2 		$246K Sell
3,979
-1,215
-23% -$72.3K 0.01% 781
2023
Q1 		$318K Buy
5,194
+285
+6% +$17.9K 0.02% 680
2022
Q4 		$307K Buy
4,909
+824
+20% +$50.6K 0.02% 676
2022
Q3 		$220K Buy
4,085
+509
+14% +$31.1K 0.02% 778
2022
Q2 		$212K Buy
3,576
+493
+16% +$32.7K 0.01% 801
2022
Q1 		$220K Buy
3,083
+38
+1% +$2.66K 0.01% 829
2021
Q4 		$229K Sell
3,045
-607
-17% -$43.8K 0.01% 812
2021
Q3 		$246K Buy
3,652
+166
+5% +$11K 0.02% 787
2021
Q2 		$223K Buy
+3,486
New +$220K 0.01% 827
2018
Q1 		– Sell
-3,084
Closed -$213K – 680
2017
Q4 		$213K Buy
+3,084
New +$204K 0.03% 583

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's REG Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management increased its Regency Centers (REG) stake by 1.5% in Q4 2024, buying an estimated $3.8K and bringing the position to 3,595 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #741.

Laird Norton Wetherby Wealth Management first reported a position in REG in Q4 2017 and has held it in 16 quarters since. The position peaked at $318K in Q1 2023. 493 funds tracked by Wall St. Rank hold REG as of Q4 2024.

  • Laird Norton Wetherby Wealth Management held 3,595 shares of Regency Centers worth $266K as of Q4 2024.
  • Laird Norton Wetherby Wealth Management bought 52 Regency Centers shares in Q4 2024, an estimated $3.8K.
  • Regency Centers made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q4 2024, its #741 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Regency Centers in Q4 2017 and has held it in 16 quarters since.
  • Laird Norton Wetherby Wealth Management's Regency Centers position peaked at $318K in Q1 2023.
  • 493 funds tracked by Wall St. Rank held Regency Centers as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.