Naples Global Advisors’s Regency Centers REG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Sell |
9,549
-86
| -0.9% | -$6.15K | 0.06% | 268 |
|
|
2025
Q1 | $714K | Hold |
9,635
| – | – | 0.07% | 253 |
|
|
2024
Q4 | $719K | Hold |
9,635
| – | – | 0.07% | 256 |
|
|
2024
Q3 | $702K | Sell |
9,635
-276
| -3% | -$20.1K | 0.07% | 257 |
|
|
2024
Q2 | $623K | Sell |
9,911
-173
| -2% | -$10.9K | 0.06% | 256 |
|
|
2024
Q1 | $617K | Sell |
10,084
-463
| -4% | -$28.4K | 0.06% | 260 |
|
|
2023
Q4 | $716K | Sell |
10,547
-3,441
| -25% | -$233K | 0.08% | 244 |
|
|
2023
Q3 | $841K | Buy |
+13,988
| New | +$841K | 0.1% | 222 |
|