One Wealth Advisors’s Regency Centers REG Stock Holding History

One Wealth Advisors’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 Q1	–	Sell	-3,268	Closed	-$204K	–	498
2022 Q4	$204K	Buy	+3,268	New	+$201K	0.05%	187

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

One Wealth Advisors's REG Position: Q1 2023 in Review

One Wealth Advisors sold out of Regency Centers (REG) in Q1 2023, closing a stake of 3,268 shares — an estimated $204K sold.

One Wealth Advisors first reported a position in REG in Q4 2022 and held it in 1 quarter. The position peaked at $204K in Q4 2022. 417 funds tracked by Wall St. Rank hold REG as of Q1 2023.

One Wealth Advisors reported no remaining Regency Centers position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 3,268 Regency Centers shares in Q1 2023, an estimated $204K.
One Wealth Advisors first reported a position in Regency Centers in Q4 2022 and held it in 1 quarter.
One Wealth Advisors's Regency Centers position peaked at $204K in Q4 2022.
417 funds tracked by Wall St. Rank held Regency Centers as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.