Raleigh Capital Management’s Regency Centers REG Stock Holding History

Raleigh Capital 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 Q1	–	Sell	-40	Closed	-$2.96K	–	931
2024 Q4	$2.96K	Sell	40 -15	-27%	-$1.1K	﹤0.01%	793
2024 Q3	$3.97K	Buy	55 +5	+10%	+$346	﹤0.01%	732
2024 Q2	$3.11K	Buy	50 +10	+25%	+$599	﹤0.01%	736
2024 Q1	$2.42K	Buy	40 +30	+300%	+$1.86K	﹤0.01%	748
2023 Q4	$670	Buy	+10	New	+$618	﹤0.01%	974

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Raleigh Capital Management's REG Position: Q1 2025 in Review

Raleigh Capital Management sold out of Regency Centers (REG) in Q1 2025, closing a stake of 40 shares — an estimated $2.96K sold.

Raleigh Capital Management first reported a position in REG in Q4 2023 and held it in 5 quarters. The position peaked at $3.97K in Q3 2024. 513 funds tracked by Wall St. Rank hold REG as of Q1 2025.

Raleigh Capital Management reported no remaining Regency Centers position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 40 Regency Centers shares in Q1 2025, an estimated $2.96K.
Raleigh Capital Management first reported a position in Regency Centers in Q4 2023 and held it in 5 quarters.
Raleigh Capital Management's Regency Centers position peaked at $3.97K in Q3 2024.
513 funds tracked by Wall St. Rank held Regency Centers as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.