THWM
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Taylor Hoffman Wealth Management’s Regency Centers REG Stock Holding History

Taylor Hoffman Wealth Management’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
2020
Q3 		– Sell
-486
Closed -$22K – 304
2020
Q2 		$22K Buy
+486
New +$20.5K 0.01% 252
2020
Q1 		– Sell
-486
Closed -$31K – 316
2019
Q4 		$31K Hold
486
– – 0.02% 250
2019
Q3 		$34K Hold
486
– – 0.02% 233
2019
Q2 		$32K Hold
486
– – 0.03% 223
2019
Q1 		$33K Hold
486
– – 0.02% 222
2018
Q4 		$29K Hold
486
– – 0.03% 215
2018
Q3 		$31K Hold
486
– – 0.02% 220
2018
Q2 		$30K Hold
486
– – 0.03% 209
2018
Q1 		$29K Hold
486
– – 0.03% 217
2017
Q4 		$34K Buy
+486
New +$32.1K 0.03% 209

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return