TD Ameritrade Investment Management’s Regency Centers REG Stock Holding History

TD Ameritrade Investment 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
2023 Q3	–	Sell	-37	Closed	-$2K	–	374
2023 Q2	$2K	Hold	37	–	–	﹤0.01%	473
2023 Q1	$2K	Hold	37	–	–	﹤0.01%	500
2022 Q4	$2K	Sell	37 -12	-24%	-$737	﹤0.01%	510
2022 Q3	$3K	Sell	49 -16	-25%	-$979	﹤0.01%	476
2022 Q2	$4K	Sell	65 -15	-19%	-$995	﹤0.01%	494
2022 Q1	$6K	Sell	80 -16	-17%	-$1.12K	﹤0.01%	536
2021 Q4	$7K	Sell	96 -22	-19%	-$1.59K	﹤0.01%	511
2021 Q3	$4K	Buy	118 +36	+44%	+$2.38K	﹤0.01%	535
2021 Q2	$5K	Sell	82 -36	-31%	-$2.28K	﹤0.01%	531
2021 Q1	$5K	Hold	118	–	–	﹤0.01%	526
2020 Q4	$5K	Hold	118	–	–	﹤0.01%	526
2020 Q3	$4K	Buy	118 +96	+436%	+$3.94K	﹤0.01%	535
2020 Q2	$1K	Buy	+22	New	+$929	﹤0.01%	615
2019 Q1	–	Sell	-45	Closed	-$3K	–	613
2018 Q4	$3K	Buy	+45	New	+$2.82K	﹤0.01%	509

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

TD Ameritrade Investment Management's REG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Regency Centers (REG) in Q3 2023, closing a stake of 37 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in REG in Q4 2018 and held it in 14 quarters. The position peaked at $7K in Q4 2021. 440 funds tracked by Wall St. Rank hold REG as of Q3 2023.

TD Ameritrade Investment Management reported no remaining Regency Centers position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 37 Regency Centers shares in Q3 2023, an estimated $2K.
TD Ameritrade Investment Management first reported a position in Regency Centers in Q4 2018 and held it in 14 quarters.
TD Ameritrade Investment Management's Regency Centers position peaked at $7K in Q4 2021.
440 funds tracked by Wall St. Rank held Regency Centers as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.