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Prudent Man Advisors’s Regency Centers REG Stock Holding History

Prudent Man 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
2024
Q4 		– Sell
-2,955
Closed -$213K – 186
2024
Q3 		$213K Buy
+2,955
New +$204K 0.07% 161
2024
Q1 		– Sell
-3,027
Closed -$203K – 190
2023
Q4 		$203K Buy
+3,027
New +$187K 0.08% 173

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
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

Prudent Man Advisors's REG Position: Q4 2024 in Review

Prudent Man Advisors sold out of Regency Centers (REG) in Q4 2024, closing a stake of 2,955 shares — an estimated $213K sold.

Prudent Man Advisors first reported a position in REG in Q4 2023 and held it in 2 quarters. The position peaked at $213K in Q3 2024. 493 funds tracked by Wall St. Rank hold REG as of Q4 2024.

  • Prudent Man Advisors reported no remaining Regency Centers position as of Q4 2024 after selling out during the quarter.
  • Prudent Man Advisors sold 2,955 Regency Centers shares in Q4 2024, an estimated $213K.
  • Prudent Man Advisors first reported a position in Regency Centers in Q4 2023 and held it in 2 quarters.
  • Prudent Man Advisors's Regency Centers position peaked at $213K in Q3 2024.
  • 493 funds tracked by Wall St. Rank held Regency Centers as of Q4 2024.

Based on Prudent Man Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.