PWM
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Paulson Wealth Management’s Regency Centers REG Stock Holding History

Paulson Wealth Management’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
2018
Q1 		– Sell
-50
Closed -$3K – 421
2017
Q4 		$3K Buy
+50
New +$3.3K ﹤0.01% 522

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Paulson Wealth Management's REG Position: Q1 2018 in Review

Paulson Wealth Management sold out of Regency Centers (REG) in Q1 2018, closing a stake of 50 shares — an estimated $3K sold.

Paulson Wealth Management first reported a position in REG in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 377 funds tracked by Wall St. Rank hold REG as of Q1 2018.

  • Paulson Wealth Management reported no remaining Regency Centers position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 50 Regency Centers shares in Q1 2018, an estimated $3K.
  • Paulson Wealth Management first reported a position in Regency Centers in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Regency Centers position peaked at $3K in Q4 2017.
  • 377 funds tracked by Wall St. Rank held Regency Centers as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.