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Liberty Wealth Management’s Regency Centers REG Stock Holding History

Liberty 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
2021
Q4 		– Sell
-34
Closed -$2K – 875
2021
Q3 		$2K Buy
+34
New +$2.25K ﹤0.01% 1075
2019
Q3 		– Sell
-56
Closed -$4K – 951
2019
Q2 		$4K Buy
+56
New +$3.76K ﹤0.01% 699

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Liberty Wealth Management's REG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Regency Centers (REG) in Q4 2021, closing a stake of 34 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in REG in Q2 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 420 funds tracked by Wall St. Rank hold REG as of Q4 2021.

  • Liberty Wealth Management reported no remaining Regency Centers position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 34 Regency Centers shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Regency Centers in Q2 2019 and held it in 2 quarters.
  • Liberty Wealth Management's Regency Centers position peaked at $4K in Q2 2019.
  • 420 funds tracked by Wall St. Rank held Regency Centers as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.