Sierra Ocean’s Regency Centers REG Stock Holding History

Sierra Ocean’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 Q2	–	Sell	-64	Closed	-$4.72K	–	1099
2025 Q1	$4.72K	Hold	64	–	–	﹤0.01%	603
2024 Q4	$4.73K	Buy	+64	New	+$4.68K	﹤0.01%	600

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 $3.37T AUM 44.26% 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

Sierra Ocean's REG Position: Q2 2025 in Review

Sierra Ocean sold out of Regency Centers (REG) in Q2 2025, closing a stake of 64 shares — an estimated $4.72K sold.

Sierra Ocean first reported a position in REG in Q4 2024 and held it in 2 quarters. The position peaked at $4.73K in Q4 2024. 515 funds tracked by Wall St. Rank hold REG as of Q2 2025.

Sierra Ocean reported no remaining Regency Centers position as of Q2 2025 after selling out during the quarter.
Sierra Ocean sold 64 Regency Centers shares in Q2 2025, an estimated $4.72K.
Sierra Ocean first reported a position in Regency Centers in Q4 2024 and held it in 2 quarters.
Sierra Ocean's Regency Centers position peaked at $4.73K in Q4 2024.
515 funds tracked by Wall St. Rank held Regency Centers as of Q2 2025.

Based on Sierra Ocean's 13F filing for Q2 2025, filed 7 Aug 2025.