LF
REG icon

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 $5.7T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return