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Wealthcare Advisory Partners’s Regency Centers REG Stock Holding History

Wealthcare Advisory Partners’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
-5,551
Closed -$345K – 897
2024
Q2 		$345K Buy
5,551
+4
+0.1% +$240 0.01% 635
2024
Q1 		$336K Hold
5,547
– – 0.01% 634
2023
Q4 		$372K Hold
5,547
– – 0.01% 549
2023
Q3 		$330K Hold
5,547
– – 0.02% 527
2023
Q2 		$343K Buy
5,547
+24
+0.4% +$1.43K 0.02% 532
2023
Q1 		$338K Sell
5,523
-100
-2% -$6.29K 0.01% 550
2022
Q4 		$351K Buy
5,623
+2
+0% +$123 0.02% 499
2022
Q3 		$303K Buy
5,621
+88
+2% +$5.38K 0.02% 479
2022
Q2 		$328K Buy
5,533
+10
+0.2% +$663 0.02% 405
2022
Q1 		$394K Hold
5,523
– – 0.02% 354
2021
Q4 		$416K Hold
5,523
– – 0.02% 356
2021
Q3 		$372K Hold
5,523
– – 0.02% 367
2021
Q2 		$354K Hold
5,523
– – 0.02% 384
2021
Q1 		$313K Sell
5,523
-920
-14% -$47.9K 0.02% 384
2020
Q4 		$294K Hold
6,443
– – 0.03% 325
2020
Q3 		$245K Hold
6,443
– – 0.03% 299
2020
Q2 		$296K Hold
6,443
– – 0.04% 243
2020
Q1 		$248K Hold
6,443
– – 0.04% 237
2019
Q4 		$406K Hold
6,443
– – 0.05% 196
2019
Q3 		$448K Hold
6,443
– – 0.07% 166
2019
Q2 		$430K Hold
6,443
– – 0.07% 156
2019
Q1 		$435K Sell
6,443
-56
-0.9% -$3.57K 0.07% 148
2018
Q4 		$381K Buy
6,499
+56
+0.9% +$3.5K 0.07% 135
2018
Q3 		$417K Hold
6,443
– – 0.08% 139
2018
Q2 		$400K Sell
6,443
-881
-12% -$51.7K 0.08% 137
2018
Q1 		$432K Sell
7,324
-27
-0.4% -$1.63K 0.1% 116
2017
Q4 		$509K Buy
7,351
+27
+0.4% +$1.78K 0.13% 94
2017
Q3 		$454K Hold
7,324
– – 0.13% 86
2017
Q2 		$459K Buy
+7,324
New +$462K 0.22% 26

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Wealthcare Advisory Partners's REG Position: Q3 2024 in Review

Wealthcare Advisory Partners sold out of Regency Centers (REG) in Q3 2024, closing a stake of 5,551 shares — an estimated $345K sold.

Wealthcare Advisory Partners first reported a position in REG in Q2 2017 and held it in 29 quarters. The position peaked at $509K in Q4 2017. 484 funds tracked by Wall St. Rank hold REG as of Q3 2024.

  • Wealthcare Advisory Partners reported no remaining Regency Centers position as of Q3 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 5,551 Regency Centers shares in Q3 2024, an estimated $345K.
  • Wealthcare Advisory Partners first reported a position in Regency Centers in Q2 2017 and held it in 29 quarters.
  • Wealthcare Advisory Partners's Regency Centers position peaked at $509K in Q4 2017.
  • 484 funds tracked by Wall St. Rank held Regency Centers as of Q3 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2024, filed 4 Nov 2024.