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Private Wealth Asset Management’s Regency Centers REG Stock Holding History

Private Wealth Asset 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
2025
Q2 		– Sell
-14
Closed -$1.03K – 1213
2025
Q1 		$1.03K Buy
+14
New +$1.02K ﹤0.01% 880

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Private Wealth Asset Management's REG Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Regency Centers (REG) in Q2 2025, closing a stake of 14 shares — an estimated $1.03K sold.

Private Wealth Asset Management first reported a position in REG in Q1 2025 and held it in 1 quarter. The position peaked at $1.03K in Q1 2025. 515 funds tracked by Wall St. Rank hold REG as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Regency Centers position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 14 Regency Centers shares in Q2 2025, an estimated $1.03K.
  • Private Wealth Asset Management first reported a position in Regency Centers in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Regency Centers position peaked at $1.03K in Q1 2025.
  • 515 funds tracked by Wall St. Rank held Regency Centers as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.