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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% 2480
2021
Q3 		$0 Buy
6
+3
+100% +$199 ﹤0.01% 2535
2021
Q2 		$0 Hold
3
– – ﹤0.01% 2435
2021
Q1 		$0 Hold
3
– – ﹤0.01% 2219
2020
Q4 		$0 Sell
3
-20
-87% -$860 ﹤0.01% 1639
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TCI Wealth Advisors's REG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Regency Centers (REG) in Q2 2023, closing a stake of 3 shares — an estimated $184 sold.

TCI Wealth Advisors first reported a position in REG in Q2 2018 and held it in 20 quarters. The position peaked at $4K in Q4 2019. 425 funds tracked by Wall St. Rank hold REG as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Regency Centers position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 3 Regency Centers shares in Q2 2023, an estimated $184.
  • TCI Wealth Advisors first reported a position in Regency Centers in Q2 2018 and held it in 20 quarters.
  • TCI Wealth Advisors's Regency Centers position peaked at $4K in Q4 2019.
  • 425 funds tracked by Wall St. Rank held Regency Centers as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.