Sandy Spring Bank’s Regency Centers REG Stock Holding History

Sandy Spring Bank’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	-15	Closed	-$1.08K	–	1271
2024 Q3	$1.08K	Buy	+15	New	+$1.04K	﹤0.01%	1082
2018 Q3	–	Sell	-356	Closed	-$22K	–	803
2018 Q2	$22K	Hold	356	–	–	﹤0.01%	572
2018 Q1	$21K	Hold	356	–	–	﹤0.01%	600
2017 Q4	$25K	Hold	356	–	–	﹤0.01%	561
2017 Q3	$22K	Hold	356	–	–	﹤0.01%	564
2017 Q2	$22K	Hold	356	–	–	﹤0.01%	569
2017 Q1	$24K	Buy	+356	New	+$24.4K	﹤0.01%	563

Other funds holding REG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sandy Spring Bank's REG Position: Q4 2024 in Review

Sandy Spring Bank sold out of Regency Centers (REG) in Q4 2024, closing a stake of 15 shares — an estimated $1.08K sold.

Sandy Spring Bank first reported a position in REG in Q1 2017 and held it in 7 quarters. The position peaked at $25K in Q4 2017. 492 funds tracked by Wall St. Rank hold REG as of Q4 2024.

Sandy Spring Bank reported no remaining Regency Centers position as of Q4 2024 after selling out during the quarter.
Sandy Spring Bank sold 15 Regency Centers shares in Q4 2024, an estimated $1.08K.
Sandy Spring Bank first reported a position in Regency Centers in Q1 2017 and held it in 7 quarters.
Sandy Spring Bank's Regency Centers position peaked at $25K in Q4 2017.
492 funds tracked by Wall St. Rank held Regency Centers as of Q4 2024.

Based on Sandy Spring Bank's 13F filing for Q4 2024, filed 11 Feb 2025.