Sutton Wealth Advisors’s Regency Centers REG Stock Holding History

Sutton Wealth Advisors’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 Q3	$2.44K	Hold	41	–	–	﹤0.01%	696
2023 Q2	$2.53K	Sell	41 -7	-15%	-$417	﹤0.01%	668
2023 Q1	$2.94K	Hold	48	–	–	﹤0.01%	590
2022 Q4	$3K	Hold	48	–	–	﹤0.01%	1164
2022 Q3	$2.58K	Sell	48 -16	-25%	-$979	﹤0.01%	1157
2022 Q2	$3.8K	Buy	64 +6	+10%	+$398	﹤0.01%	1099
2022 Q1	$4.14K	Buy	58 +10	+21%	+$700	﹤0.01%	1105
2021 Q4	$3.62K	Hold	48	–	–	﹤0.01%	1113
2021 Q3	$3.23K	Hold	48	–	–	﹤0.01%	1115
2021 Q2	$3.08K	Hold	48	–	–	﹤0.01%	1113
2021 Q1	$2.72K	Hold	48	–	–	﹤0.01%	1106
2020 Q4	$2.19K	Buy	48 +23	+92%	+$989	﹤0.01%	1099
2020 Q3	$951	Buy	25 +17	+213%	+$698	﹤0.01%	1147
2020 Q2	$367	Hold	8	–	–	﹤0.01%	1178
2020 Q1	$307	Sell	8 -16	-67%	-$920	﹤0.01%	1163
2019 Q4	$1.51K	Buy	24 +9	+60%	+$591	﹤0.01%	1088
2019 Q3	$1.04K	Hold	15	–	–	﹤0.01%	1111
2019 Q2	$1K	Buy	+15	New	+$1.01K	﹤0.01%	1098
2018 Q3	–	Sell	-335	Closed	-$20.8K	–	1155
2018 Q2	$20.8K	Hold	335	–	–	0.01%	573
2018 Q1	$19.8K	Buy	+335	New	+$20.2K	0.01%	573

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Sutton Wealth Advisors's REG Position: Q3 2023 in Review

Sutton Wealth Advisors held its Regency Centers (REG) position steady in Q3 2023 at 41 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Sutton Wealth Advisors first reported a position in REG in Q1 2018 and has held it in 20 quarters since. The position peaked at $20.8K in Q2 2018. 440 funds tracked by Wall St. Rank hold REG as of Q3 2023.

Sutton Wealth Advisors held 41 shares of Regency Centers worth $2.44K as of Q3 2023.
Sutton Wealth Advisors left its Regency Centers share count unchanged in Q3 2023.
Regency Centers made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #696 holding.
Sutton Wealth Advisors first reported a position in Regency Centers in Q1 2018 and has held it in 20 quarters since.
Sutton Wealth Advisors's Regency Centers position peaked at $20.8K in Q2 2018.
440 funds tracked by Wall St. Rank held Regency Centers as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.