Moisand Fitzgerald Tamayo’s Regency Centers REG Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q4	–	Sell	-19	Closed	-$1.13K	–	790
2023 Q3	$1.13K	Hold	19	–	–	﹤0.01%	646
2023 Q2	$1.17K	Hold	19	–	–	﹤0.01%	632
2023 Q1	$1.16K	Hold	19	–	–	﹤0.01%	653
2022 Q4	$1.19K	Buy	+19	New	+$1.17K	﹤0.01%	643

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Moisand Fitzgerald Tamayo's REG Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Regency Centers (REG) in Q4 2023, closing a stake of 19 shares — an estimated $1.13K sold.

Moisand Fitzgerald Tamayo first reported a position in REG in Q4 2022 and held it in 4 quarters. The position peaked at $1.19K in Q4 2022. 472 funds tracked by Wall St. Rank hold REG as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Regency Centers position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 19 Regency Centers shares in Q4 2023, an estimated $1.13K.
Moisand Fitzgerald Tamayo first reported a position in Regency Centers in Q4 2022 and held it in 4 quarters.
Moisand Fitzgerald Tamayo's Regency Centers position peaked at $1.19K in Q4 2022.
472 funds tracked by Wall St. Rank held Regency Centers as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.