Summit Trail Advisors’s Regency Centers REG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$284K	Buy	+3,911	New	+$284K	﹤0.01%	945
2018 Q1	–	Sell	-212	Closed	-$14K	–	1370
2017 Q4	$14K	Buy	+212	New	+$14K	﹤0.01%	1137