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Aperio Group’s Kite Realty KRG Stock Holding History

Aperio Group’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
2020
Q4 		$402K Sell
26,865
-11,065
-29% -$147K ﹤0.01% 2061
2020
Q3 		$439K Sell
37,930
-12,874
-25% -$142K ﹤0.01% 1879
2020
Q2 		$586K Buy
50,804
+12,130
+31% +$122K ﹤0.01% 1698
2020
Q1 		$366K Buy
38,674
+6,442
+20% +$103K ﹤0.01% 1805
2019
Q4 		$629K Buy
32,232
+4,827
+18% +$87.1K ﹤0.01% 1679
2019
Q3 		$443K Sell
27,405
-7,919
-22% -$121K ﹤0.01% 1824
2019
Q2 		$534K Sell
35,324
-5,231
-13% -$82.6K ﹤0.01% 1754
2019
Q1 		$648K Sell
40,555
-2,542
-6% -$40.3K ﹤0.01% 1593
2018
Q4 		$607K Sell
43,097
-11,138
-21% -$175K ﹤0.01% 1574
2018
Q3 		$903K Sell
54,235
-333
-0.6% -$5.64K ﹤0.01% 1468
2018
Q2 		$932K Buy
54,568
+15,230
+39% +$236K ﹤0.01% 1436
2018
Q1 		$599K Buy
39,338
+8,803
+29% +$142K ﹤0.01% 1604
2017
Q4 		$598K Sell
30,535
-1,545
-5% -$30.1K ﹤0.01% 1620
2017
Q3 		$650K Buy
32,080
+5,507
+21% +$110K ﹤0.01% 1530
2017
Q2 		$503K Buy
26,573
+4,264
+19% +$83.7K ﹤0.01% 1660
2017
Q1 		$480K Buy
+22,309
New +$507K ﹤0.01% 1568
2016
Q4 		– Sell
-12,059
Closed -$334K – 2128
2016
Q3 		$334K Sell
12,059
-1,392
-10% -$40K ﹤0.01% 1661
2016
Q2 		$377K Sell
13,451
-614
-4% -$16.8K ﹤0.01% 1545
2016
Q1 		$390K Buy
+14,065
New +$373K ﹤0.01% 1496
2015
Q2 		– Sell
-7,736
Closed -$218K – 2022
2015
Q1 		$218K Buy
7,736
+768
+11% +$22.3K ﹤0.01% 1774
2014
Q4 		$200K Buy
+6,968
New +$184K ﹤0.01% 1750

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's KRG Position: Q4 2020 in Review

Aperio Group reduced its Kite Realty (KRG) stake by 29% in Q4 2020, selling an estimated $147K and leaving 26,865 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

Aperio Group first reported a position in KRG in Q4 2014 and has held it in 21 quarters since. The position peaked at $932K in Q2 2018. 180 funds tracked by Wall St. Rank hold KRG as of Q4 2020.

  • Aperio Group held 26,865 shares of Kite Realty worth $402K as of Q4 2020.
  • Aperio Group sold 11,065 Kite Realty shares in Q4 2020, an estimated $147K.
  • Kite Realty made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2061 holding.
  • Aperio Group first reported a position in Kite Realty in Q4 2014 and has held it in 21 quarters since.
  • Aperio Group's Kite Realty position peaked at $932K in Q2 2018.
  • 180 funds tracked by Wall St. Rank held Kite Realty as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.