Unique Wealth Strategies’s Regency Centers REG Stock Holding History

Unique Wealth Strategies’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
2024 Q3	–	Sell	-11	Closed	-$666	–	566
2024 Q2	$666	Buy	+11	New	+$659	﹤0.01%	585

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Unique Wealth Strategies's REG Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Regency Centers (REG) in Q3 2024, closing a stake of 11 shares — an estimated $666 sold.

Unique Wealth Strategies first reported a position in REG in Q2 2024 and held it in 1 quarter. The position peaked at $666 in Q2 2024. 483 funds tracked by Wall St. Rank hold REG as of Q3 2024.

Unique Wealth Strategies reported no remaining Regency Centers position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 11 Regency Centers shares in Q3 2024, an estimated $666.
Unique Wealth Strategies first reported a position in Regency Centers in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Regency Centers position peaked at $666 in Q2 2024.
483 funds tracked by Wall St. Rank held Regency Centers as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.