Wealthspire Advisors (Maryland)’s Regency Centers REG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-421	Closed	-$28K	–	1652
2019 Q1	$28K	Sell	421 -114	-21%	-$7.28K	﹤0.01%	1141
2018 Q4	$31K	Buy	535 +60	+13%	+$3.76K	﹤0.01%	1042
2018 Q3	$31K	Buy	475 +9	+2%	+$574	﹤0.01%	1134
2018 Q2	$29K	Buy	466 +180	+63%	+$10.6K	﹤0.01%	1174
2018 Q1	$17K	Sell	286 -69	-19%	-$4.17K	﹤0.01%	1351
2017 Q4	$25K	Buy	355 +163	+85%	+$10.8K	﹤0.01%	1260
2017 Q3	$12K	Buy	192 +29	+18%	+$1.87K	﹤0.01%	1515
2017 Q2	$10K	Sell	163 -25	-13%	-$1.58K	﹤0.01%	1540
2017 Q1	$12K	Buy	188 +162	+623%	+$11.1K	﹤0.01%	1275
2016 Q4	$2K	Hold	26	–	–	﹤0.01%	1566
2016 Q3	$2K	Hold	26	–	–	﹤0.01%	1563
2016 Q2	$2K	Hold	26	–	–	﹤0.01%	1528
2016 Q1	$2K	Hold	26	–	–	﹤0.01%	1546
2015 Q4	$2K	Buy	+26	New	+$1.73K	﹤0.01%	1533

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s REG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Regency Centers (REG) in Q2 2019, closing a stake of 421 shares — an estimated $28K sold.

Wealthspire Advisors (Maryland) first reported a position in REG in Q4 2015 and held it in 14 quarters. The position peaked at $31K in Q4 2018. 376 funds tracked by Wall St. Rank hold REG as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Regency Centers position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 421 Regency Centers shares in Q2 2019, an estimated $28K.
Wealthspire Advisors (Maryland) first reported a position in Regency Centers in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Regency Centers position peaked at $31K in Q4 2018.
376 funds tracked by Wall St. Rank held Regency Centers as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.