Ranch Capital Advisors’s Regency Centers REG Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-123	Closed	-$8K	–	473
2021 Q3	$8K	Hold	123	–	–	0.01%	502
2021 Q2	$7K	Hold	123	–	–	﹤0.01%	706
2021 Q1	$6K	Hold	123	–	–	﹤0.01%	715
2020 Q4	$5K	Hold	123	–	–	﹤0.01%	724
2020 Q3	$4K	Hold	123	–	–	﹤0.01%	738
2020 Q2	$5K	Sell	123 -112	-48%	-$4.73K	﹤0.01%	751
2020 Q1	$9K	Hold	235	–	–	0.01%	615
2019 Q4	$15K	Buy	+235	New	+$15.4K	0.01%	576

Other funds holding REG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Ranch Capital Advisors's REG Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Regency Centers (REG) in Q4 2021, closing a stake of 123 shares — an estimated $8K sold.

Ranch Capital Advisors first reported a position in REG in Q4 2019 and held it in 8 quarters. The position peaked at $15K in Q4 2019. 420 funds tracked by Wall St. Rank hold REG as of Q4 2021.

Ranch Capital Advisors reported no remaining Regency Centers position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 123 Regency Centers shares in Q4 2021, an estimated $8K.
Ranch Capital Advisors first reported a position in Regency Centers in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Regency Centers position peaked at $15K in Q4 2019.
420 funds tracked by Wall St. Rank held Regency Centers as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.