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Sowell Financial Services’s Regency Centers REG Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-89
Closed -$4K – 3267
2020
Q4 		$4K Sell
89
-10
-10% -$430 ﹤0.01% 2350
2020
Q3 		$4K Buy
99
+89
+890% +$3.65K ﹤0.01% 2074
2020
Q2 		$0 Sell
10
-72
-88% -$3.04K ﹤0.01% 2628
2020
Q1 		$3K Buy
+82
New +$4.72K ﹤0.01% 2010

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Sowell Financial Services's REG Position: Q1 2021 in Review

Sowell Financial Services sold out of Regency Centers (REG) in Q1 2021, closing a stake of 89 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in REG in Q1 2020 and held it in 4 quarters. The position peaked at $4K in Q4 2020. 366 funds tracked by Wall St. Rank hold REG as of Q1 2021.

  • Sowell Financial Services reported no remaining Regency Centers position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 89 Regency Centers shares in Q1 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in Regency Centers in Q1 2020 and held it in 4 quarters.
  • Sowell Financial Services's Regency Centers position peaked at $4K in Q4 2020.
  • 366 funds tracked by Wall St. Rank held Regency Centers as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.