Wipfli Financial Advisors’s Regency Centers REG Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$99K	Buy	+1,819	New	+$111K	0.01%	730

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Wipfli Financial Advisors's REG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Regency Centers (REG) in Q3 2022: 1,819 shares worth $99K. The stake represents 0.01% of the portfolio and ranks #730 among its holdings.

400 funds tracked by Wall St. Rank hold REG as of Q3 2022.

Wipfli Financial Advisors held 1,819 shares of Regency Centers worth $99K as of Q3 2022.
Regency Centers was a new Wipfli Financial Advisors position in Q3 2022.
Regency Centers made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #730 holding.
400 funds tracked by Wall St. Rank held Regency Centers as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.