Mirabella Financial Services’s Regency Centers REG Stock Holding History

Mirabella Financial Services’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 Q2	–	Sell	-27,078	Closed	-$1.64M	–	647
2024 Q1	$1.64M	Buy	+27,078	New	+$1.68M	0.12%	137
2022 Q1	–	Sell	-28,696	Closed	-$2.16M	–	666
2021 Q4	$2.16M	Buy	28,696 +25,426	+778%	+$1.83M	0.22%	108
2021 Q3	$220K	Buy	+3,270	New	+$217K	0.03%	392
2020 Q3	–	Sell	-8,412	Closed	-$386K	–	420
2020 Q2	$386K	Buy	+8,412	New	+$355K	0.09%	101

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Mirabella Financial Services's REG Position: Q2 2024 in Review

Mirabella Financial Services sold out of Regency Centers (REG) in Q2 2024, closing a stake of 27,078 shares — an estimated $1.64M sold.

Mirabella Financial Services first reported a position in REG in Q2 2020 and held it in 4 quarters. The position peaked at $2.16M in Q4 2021. 457 funds tracked by Wall St. Rank hold REG as of Q2 2024.

Mirabella Financial Services reported no remaining Regency Centers position as of Q2 2024 after selling out during the quarter.
Mirabella Financial Services sold 27,078 Regency Centers shares in Q2 2024, an estimated $1.64M.
Mirabella Financial Services first reported a position in Regency Centers in Q2 2020 and held it in 4 quarters.
Mirabella Financial Services's Regency Centers position peaked at $2.16M in Q4 2021.
457 funds tracked by Wall St. Rank held Regency Centers as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.