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Anchor Investment Management’s Kite Realty KRG Stock Holding History

Anchor Investment 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
2022
Q4 		– Sell
-436
Closed -$7.51K – 964
2022
Q3 		$7.51K Hold
436
– – ﹤0.01% 757
2022
Q2 		$7.54K Hold
436
– – ﹤0.01% 770
2022
Q1 		$9.93K Buy
+436
New +$9.5K ﹤0.01% 753

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Anchor Investment Management's KRG Position: Q4 2022 in Review

Anchor Investment Management sold out of Kite Realty (KRG) in Q4 2022, closing a stake of 436 shares — an estimated $7.51K sold.

Anchor Investment Management first reported a position in KRG in Q1 2022 and held it in 3 quarters. The position peaked at $9.93K in Q1 2022. 312 funds tracked by Wall St. Rank hold KRG as of Q4 2022.

  • Anchor Investment Management reported no remaining Kite Realty position as of Q4 2022 after selling out during the quarter.
  • Anchor Investment Management sold 436 Kite Realty shares in Q4 2022, an estimated $7.51K.
  • Anchor Investment Management first reported a position in Kite Realty in Q1 2022 and held it in 3 quarters.
  • Anchor Investment Management's Kite Realty position peaked at $9.93K in Q1 2022.
  • 312 funds tracked by Wall St. Rank held Kite Realty as of Q4 2022.

Based on Anchor Investment Management's 13F filing for Q4 2022, filed 2 Jan 2024.