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TWA
TCI Wealth Advisors’s
Regency Centers
REG
Stock Holding History
TCI 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
Q2
–
Sell
-3
Closed
-$184
–
1768
2023
Q1
$184
Hold
3
–
–
﹤0.01%
2347
2022
Q4
$188
Hold
3
–
–
﹤0.01%
2341
2022
Q3
$0
Hold
3
–
–
﹤0.01%
2527
2022
Q2
$0
Sell
3
-3
-50%
-$199
﹤0.01%
2474
2022
Q1
$0
Hold
6
–
–
﹤0.01%
2414
2021
Q4
$0
Hold
6
–
–
﹤0.01%
2481
2021
Q3
$0
Buy
6
+3
+100%
+$199
﹤0.01%
2536
2021
Q2
$0
Hold
3
–
–
﹤0.01%
2436
2021
Q1
$0
Hold
3
–
–
﹤0.01%
2221
2020
Q4
$0
Sell
3
-20
-87%
-$860
﹤0.01%
1641
2020
Q3
$1K
Buy
23
+20
+667%
+$821
﹤0.01%
1405
2020
Q2
$0
Sell
3
-6
-67%
-$253
﹤0.01%
1633
2020
Q1
$0
Sell
9
-48
-84%
-$2.76K
﹤0.01%
1707
2019
Q4
$4K
Buy
57
+12
+27%
+$788
﹤0.01%
941
2019
Q3
$3K
Sell
45
-2
-4%
-$133
﹤0.01%
978
2019
Q2
$3K
Buy
47
+1
+2%
+$67
﹤0.01%
924
2019
Q1
$3K
Buy
46
+35
+318%
+$2.23K
﹤0.01%
931
2018
Q4
$1K
Buy
11
+3
+38%
+$188
﹤0.01%
1288
2018
Q3
$1K
Buy
8
+4
+100%
+$255
﹤0.01%
1302
2018
Q2
$0
Buy
+4
New
+$235
﹤0.01%
1580
Other funds holding REG
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
RC
Resolution Capital
Sydney, NSW, Australia
$4.76B AUM
10.22%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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