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LGT Financial Advisors’s Regency Centers REG Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-145
Closed -$10.7K – 629
2024
Q4 		$10.7K Hold
145
– – 0.02% 425
2024
Q3 		$10.5K Hold
145
– – 0.03% 410
2024
Q2 		$9.02K Hold
145
– – 0.02% 495
2024
Q1 		$8.78K Hold
145
– – 0.01% 519
2023
Q4 		$9.71K Sell
145
-83
-36% -$5.13K 0.01% 493
2023
Q3 		$13.6K Buy
+228
New +$14.4K 0.02% 423

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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

LGT Financial Advisors's REG Position: Q1 2025 in Review

LGT Financial Advisors sold out of Regency Centers (REG) in Q1 2025, closing a stake of 145 shares — an estimated $10.7K sold.

LGT Financial Advisors first reported a position in REG in Q3 2023 and held it in 6 quarters. The position peaked at $13.6K in Q3 2023. 513 funds tracked by Wall St. Rank hold REG as of Q1 2025.

  • LGT Financial Advisors reported no remaining Regency Centers position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 145 Regency Centers shares in Q1 2025, an estimated $10.7K.
  • LGT Financial Advisors first reported a position in Regency Centers in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Regency Centers position peaked at $13.6K in Q3 2023.
  • 513 funds tracked by Wall St. Rank held Regency Centers as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.