Tompkins Financial’s Regency Centers REG Stock Holding History

Tompkins Financial’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
2025 Q1	–	Sell	-1,060	Closed	-$78.4K	–	581
2024 Q4	$78.4K	Hold	1,060	–	–	0.01%	281
2024 Q3	$76.6K	Sell	1,060 -400	-27%	-$27.7K	0.01%	293
2024 Q2	$90.8K	Hold	1,460	–	–	0.01%	286
2024 Q1	$88.4K	Sell	1,460 -375	-20%	-$23.2K	0.01%	296
2023 Q4	$123K	Hold	1,835	–	–	0.01%	246
2023 Q3	$109K	Sell	1,835 -165	-8%	-$10.4K	0.02%	236
2023 Q2	$124K	Hold	2,000	–	–	0.02%	226
2023 Q1	$122K	Buy	+2,000	New	+$126K	0.02%	233

Other funds holding REG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Tompkins Financial's REG Position: Q1 2025 in Review

Tompkins Financial sold out of Regency Centers (REG) in Q1 2025, closing a stake of 1,060 shares — an estimated $78.4K sold.

Tompkins Financial first reported a position in REG in Q1 2023 and held it in 8 quarters. The position peaked at $124K in Q2 2023. 513 funds tracked by Wall St. Rank hold REG as of Q1 2025.

Tompkins Financial reported no remaining Regency Centers position as of Q1 2025 after selling out during the quarter.
Tompkins Financial sold 1,060 Regency Centers shares in Q1 2025, an estimated $78.4K.
Tompkins Financial first reported a position in Regency Centers in Q1 2023 and held it in 8 quarters.
Tompkins Financial's Regency Centers position peaked at $124K in Q2 2023.
513 funds tracked by Wall St. Rank held Regency Centers as of Q1 2025.

Based on Tompkins Financial's 13F filing for Q1 2025, filed 7 Apr 2025.