PFG
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PAX Financial Group’s Regency Centers REG Stock Holding History

PAX Financial Group’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
2025
Q2 		– Sell
-2,955
Closed -$218K – 266
2025
Q1 		$218K Buy
2,955
+47
+2% +$3.42K 0.04% 238
2024
Q4 		$215K Buy
2,908
+2
+0.1% +$146 0.04% 221
2024
Q3 		$210K Buy
+2,906
New +$201K 0.04% 218
2024
Q1 		– Sell
-3,246
Closed -$202K – 242
2023
Q4 		$202K Sell
3,246
-222
-6% -$13.7K 0.04% 210
2023
Q3 		$206K Buy
3,468
+130
+4% +$8.21K 0.05% 206
2023
Q2 		$206K Buy
+3,338
New +$199K 0.05% 198
2022
Q2 		– Sell
-3,191
Closed -$228K – 198
2022
Q1 		$228K Buy
3,191
+394
+14% +$27.6K 0.05% 188
2021
Q4 		$211K Buy
+2,797
New +$202K 0.05% 195

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T. Rowe Price Associates
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return