RWM
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Ritholtz Wealth Management’s Regency Centers REG Stock Holding History

Ritholtz Wealth 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
Q3 		– Sell
-2,932
Closed -$209K – 1103
2025
Q2 		$209K Sell
2,932
-991
-25% -$70.8K ﹤0.01% 901
2025
Q1 		$289K Buy
3,923
+1,124
+40% +$81.8K 0.01% 757
2024
Q4 		$207K Buy
+2,799
New +$205K 0.01% 804
2023
Q1 		– Sell
-3,244
Closed -$203K – 663
2022
Q4 		$203K Sell
3,244
-4,890
-60% -$300K 0.01% 535
2022
Q3 		$438K Buy
8,134
+276
+4% +$16.9K 0.02% 433
2022
Q2 		$466K Buy
7,858
+1,238
+19% +$82.1K 0.03% 334
2022
Q1 		$472K Sell
6,620
-1,343
-17% -$94K 0.03% 319
2021
Q4 		$600K Buy
7,963
+3,112
+64% +$225K 0.04% 260
2021
Q3 		$327K Buy
+4,851
New +$321K 0.02% 352

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return