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Wilkins Investment Counsel’s Regency Centers REG Stock Holding History

Wilkins Investment Counsel’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
2023
Q4 		– Sell
-4,000
Closed -$238K – 80
2023
Q3 		$238K Buy
+4,000
New +$252K 0.06% 70

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Capital World Investors
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wilkins Investment Counsel's REG Position: Q4 2023 in Review

Wilkins Investment Counsel sold out of Regency Centers (REG) in Q4 2023, closing a stake of 4,000 shares — an estimated $238K sold.

Wilkins Investment Counsel first reported a position in REG in Q3 2023 and held it in 1 quarter. The position peaked at $238K in Q3 2023. 472 funds tracked by Wall St. Rank hold REG as of Q4 2023.

  • Wilkins Investment Counsel reported no remaining Regency Centers position as of Q4 2023 after selling out during the quarter.
  • Wilkins Investment Counsel sold 4,000 Regency Centers shares in Q4 2023, an estimated $238K.
  • Wilkins Investment Counsel first reported a position in Regency Centers in Q3 2023 and held it in 1 quarter.
  • Wilkins Investment Counsel's Regency Centers position peaked at $238K in Q3 2023.
  • 472 funds tracked by Wall St. Rank held Regency Centers as of Q4 2023.

Based on Wilkins Investment Counsel's 13F filing for Q4 2023, filed 12 Feb 2024.