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Simplicity Solutions’s Regency Centers REG Stock Holding History

Simplicity Solutions’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
2023
Q1 		– Sell
-4,170
Closed -$261K – 1195
2022
Q4 		$261K Sell
4,170
-1,679
-29% -$103K 0.04% 522
2022
Q3 		$315K Sell
5,849
-174
-3% -$10.6K 0.05% 443
2022
Q2 		$357K Buy
6,023
+1,209
+25% +$80.2K 0.05% 389
2022
Q1 		$343K Buy
+4,814
New +$337K 0.04% 406
2021
Q1 		– Sell
-6,080
Closed -$277K – 863
2020
Q4 		$277K Sell
6,080
-21
-0.3% -$903 ﹤0.01% 799
2020
Q3 		$232K Buy
+6,101
New +$251K ﹤0.01% 783

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

Simplicity Solutions's REG Position: Q1 2023 in Review

Simplicity Solutions sold out of Regency Centers (REG) in Q1 2023, closing a stake of 4,170 shares — an estimated $261K sold.

Simplicity Solutions first reported a position in REG in Q3 2020 and held it in 6 quarters. The position peaked at $357K in Q2 2022. 417 funds tracked by Wall St. Rank hold REG as of Q1 2023.

  • Simplicity Solutions reported no remaining Regency Centers position as of Q1 2023 after selling out during the quarter.
  • Simplicity Solutions sold 4,170 Regency Centers shares in Q1 2023, an estimated $261K.
  • Simplicity Solutions first reported a position in Regency Centers in Q3 2020 and held it in 6 quarters.
  • Simplicity Solutions's Regency Centers position peaked at $357K in Q2 2022.
  • 417 funds tracked by Wall St. Rank held Regency Centers as of Q1 2023.

Based on Simplicity Solutions's 13F filing for Q1 2023, filed 27 Apr 2023.