Measured Wealth Private Client Group’s Regency Centers REG Stock Holding History

Measured Wealth Private Client Group’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
2022 Q3	–	Sell	-4,090	Closed	-$243K	–	179
2022 Q2	$243K	Buy	4,090 +543	+15%	+$36K	0.11%	138
2022 Q1	$253K	Buy	+3,547	New	+$248K	0.09%	139

Other funds holding REG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Measured Wealth Private Client Group's REG Position: Q3 2022 in Review

Measured Wealth Private Client Group sold out of Regency Centers (REG) in Q3 2022, closing a stake of 4,090 shares — an estimated $243K sold.

Measured Wealth Private Client Group first reported a position in REG in Q1 2022 and held it in 2 quarters. The position peaked at $253K in Q1 2022. 400 funds tracked by Wall St. Rank hold REG as of Q3 2022.

Measured Wealth Private Client Group reported no remaining Regency Centers position as of Q3 2022 after selling out during the quarter.
Measured Wealth Private Client Group sold 4,090 Regency Centers shares in Q3 2022, an estimated $243K.
Measured Wealth Private Client Group first reported a position in Regency Centers in Q1 2022 and held it in 2 quarters.
Measured Wealth Private Client Group's Regency Centers position peaked at $253K in Q1 2022.
400 funds tracked by Wall St. Rank held Regency Centers as of Q3 2022.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2022, filed 27 Oct 2022.