WI
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Wahed Invest’s Regency Centers REG Stock Holding History

Wahed Invest’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
Q4 		– Sell
-4,461
Closed -$322K – 226
2024
Q3 		$322K Buy
4,461
+441
+11% +$30.5K 0.06% 193
2024
Q2 		$250K Buy
+4,020
New +$241K 0.05% 193
2023
Q3 		– Sell
-2,439
Closed -$151K – 247
2023
Q2 		$151K Buy
2,439
+194
+9% +$11.5K 0.05% 200
2023
Q1 		$137K Buy
2,245
+40
+2% +$2.52K 0.06% 201
2022
Q4 		$138K Buy
2,205
+252
+13% +$15.5K 0.07% 192
2022
Q3 		$105K Buy
1,953
+122
+7% +$7.46K 0.06% 196
2022
Q2 		$109K Buy
+1,831
New +$121K 0.07% 199
2022
Q1 		– Sell
-2,021
Closed -$152K – 218
2021
Q4 		$152K Buy
+2,021
New +$146K 0.08% 188

Other funds holding REG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wahed Invest's REG Position: Q4 2024 in Review

Wahed Invest sold out of Regency Centers (REG) in Q4 2024, closing a stake of 4,461 shares — an estimated $322K sold.

Wahed Invest first reported a position in REG in Q4 2021 and held it in 8 quarters. The position peaked at $322K in Q3 2024. 491 funds tracked by Wall St. Rank hold REG as of Q4 2024.

  • Wahed Invest reported no remaining Regency Centers position as of Q4 2024 after selling out during the quarter.
  • Wahed Invest sold 4,461 Regency Centers shares in Q4 2024, an estimated $322K.
  • Wahed Invest first reported a position in Regency Centers in Q4 2021 and held it in 8 quarters.
  • Wahed Invest's Regency Centers position peaked at $322K in Q3 2024.
  • 491 funds tracked by Wall St. Rank held Regency Centers as of Q4 2024.

Based on Wahed Invest's 13F filing for Q4 2024, filed 14 Feb 2025.