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Lee Financial’s Regency Centers REG Stock Holding History

Lee Financial’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
Q1 		– Sell
-41
Closed -$2.77K – 660
2023
Q4 		$2.77K Hold
41
– – ﹤0.01% 683
2023
Q3 		$2.46K Buy
41
+38
+1,267% +$2.4K ﹤0.01% 645
2023
Q2 		$188 Sell
3
-32
-91% -$1.9K ﹤0.01% 759
2023
Q1 		$2.17K Hold
35
– – ﹤0.01% 663
2022
Q4 		$2.19K Hold
35
– – ﹤0.01% 674
2022
Q3 		$2K Hold
35
– – ﹤0.01% 697
2022
Q2 		$2K Buy
35
+31
+775% +$2.06K ﹤0.01% 723
2022
Q1 		$0 Sell
4
-26
-87% -$1.82K ﹤0.01% 925
2021
Q4 		$2K Buy
+30
New +$2.17K ﹤0.01% 776

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Lee Financial's REG Position: Q1 2024 in Review

Lee Financial sold out of Regency Centers (REG) in Q1 2024, closing a stake of 41 shares — an estimated $2.77K sold.

Lee Financial first reported a position in REG in Q4 2021 and held it in 9 quarters. The position peaked at $2.77K in Q4 2023. 465 funds tracked by Wall St. Rank hold REG as of Q1 2024.

  • Lee Financial reported no remaining Regency Centers position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 41 Regency Centers shares in Q1 2024, an estimated $2.77K.
  • Lee Financial first reported a position in Regency Centers in Q4 2021 and held it in 9 quarters.
  • Lee Financial's Regency Centers position peaked at $2.77K in Q4 2023.
  • 465 funds tracked by Wall St. Rank held Regency Centers as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.