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Accel Wealth Management’s Kite Realty KRG Stock Holding History

Accel Wealth Management’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,475
Closed -$30.8K – 549
2023
Q1 		$30.8K Buy
1,475
+17
+1% +$358 0.01% 592
2022
Q4 		$30.7K Buy
1,458
+17
+1% +$347 0.01% 447
2022
Q3 		$26K Hold
1,441
– – 0.01% 494
2022
Q2 		$25K Hold
1,441
– – 0.01% 484
2022
Q1 		$33K Hold
1,441
– – 0.02% 448
2021
Q4 		$31K Buy
+1,441
New +$30.8K 0.02% 474

Other funds holding KRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accel Wealth Management's KRG Position: Q2 2023 in Review

Accel Wealth Management sold out of Kite Realty (KRG) in Q2 2023, closing a stake of 1,475 shares — an estimated $30.8K sold.

Accel Wealth Management first reported a position in KRG in Q4 2021 and held it in 6 quarters. The position peaked at $33K in Q1 2022. 308 funds tracked by Wall St. Rank hold KRG as of Q2 2023.

  • Accel Wealth Management reported no remaining Kite Realty position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,475 Kite Realty shares in Q2 2023, an estimated $30.8K.
  • Accel Wealth Management first reported a position in Kite Realty in Q4 2021 and held it in 6 quarters.
  • Accel Wealth Management's Kite Realty position peaked at $33K in Q1 2022.
  • 308 funds tracked by Wall St. Rank held Kite Realty as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.