Meitav Investment House’s Regency Centers REG Stock Holding History

Meitav Investment House’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	-15,750	Closed	-$1.06M	–	330
2023 Q4	$1.06M	Sell	15,750 -1,000	-6%	-$61.8K	0.02%	196
2023 Q3	$997K	Hold	16,750	–	–	0.02%	206
2023 Q2	$1.02M	Hold	16,750	–	–	0.02%	221
2023 Q1	$994K	Hold	16,750	–	–	0.02%	228
2022 Q4	$1.04M	Buy	16,750 +1,000	+6%	+$61.4K	0.02%	233
2022 Q3	$848K	Hold	15,750	–	–	0.01%	247
2022 Q2	$943K	Hold	15,750	–	–	0.02%	235
2022 Q1	$1.13M	Hold	15,750	–	–	0.02%	252
2021 Q4	$1.17M	Hold	15,750	–	–	0.02%	239
2021 Q3	$1.07M	Hold	15,750	–	–	0.02%	241
2021 Q2	$1.01M	Hold	15,750	–	–	0.03%	243
2021 Q1	$896K	Buy	15,750 +2,000	+15%	+$104K	0.03%	221
2020 Q4	$627K	Buy	+13,750	New	+$591K	0.02%	244

Other funds holding REG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Meitav Investment House's REG Position: Q1 2024 in Review

Meitav Investment House sold out of Regency Centers (REG) in Q1 2024, closing a stake of 15,750 shares — an estimated $1.06M sold.

Meitav Investment House first reported a position in REG in Q4 2020 and held it in 13 quarters. The position peaked at $1.17M in Q4 2021. 465 funds tracked by Wall St. Rank hold REG as of Q1 2024.

Meitav Investment House reported no remaining Regency Centers position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 15,750 Regency Centers shares in Q1 2024, an estimated $1.06M.
Meitav Investment House first reported a position in Regency Centers in Q4 2020 and held it in 13 quarters.
Meitav Investment House's Regency Centers position peaked at $1.17M in Q4 2021.
465 funds tracked by Wall St. Rank held Regency Centers as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.