RCA
REG icon

Rowland Carmichael Advisors’s Regency Centers REG Stock Holding History

Rowland Carmichael 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
2018
Q4 		– Sell
-4,500
Closed -$291K – 346
2018
Q3 		$291K Buy
4,500
+500
+13% +$31.9K 0.11% 197
2018
Q2 		$248K Buy
4,000
+500
+14% +$29.3K 0.11% 227
2018
Q1 		$206K Hold
3,500
– – 0.11% 234
2017
Q4 		$242K Hold
3,500
– – 0.12% 216
2017
Q3 		$217K Hold
3,500
– – 0.12% 221
2017
Q2 		$219K Buy
+3,500
New +$221K 0.13% 204

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return