YDMI
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Y.D. More Investments’s Regency Centers REG Stock Holding History

Y.D. More Investments’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
Q3 		– Sell
-30
Closed -$1.85K – 363
2023
Q2 		$1.85K Hold
30
– – ﹤0.01% 312
2023
Q1 		$1.83K Buy
30
+2
+7% +$126 ﹤0.01% 338
2022
Q4 		$1.75K Buy
+28
New +$1.72K ﹤0.01% 390

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Y.D. More Investments's REG Position: Q3 2023 in Review

Y.D. More Investments sold out of Regency Centers (REG) in Q3 2023, closing a stake of 30 shares — an estimated $1.85K sold.

Y.D. More Investments first reported a position in REG in Q4 2022 and held it in 3 quarters. The position peaked at $1.85K in Q2 2023. 439 funds tracked by Wall St. Rank hold REG as of Q3 2023.

  • Y.D. More Investments reported no remaining Regency Centers position as of Q3 2023 after selling out during the quarter.
  • Y.D. More Investments sold 30 Regency Centers shares in Q3 2023, an estimated $1.85K.
  • Y.D. More Investments first reported a position in Regency Centers in Q4 2022 and held it in 3 quarters.
  • Y.D. More Investments's Regency Centers position peaked at $1.85K in Q2 2023.
  • 439 funds tracked by Wall St. Rank held Regency Centers as of Q3 2023.

Based on Y.D. More Investments's 13F filing for Q3 2023, filed 30 Oct 2023.