Avior Wealth Management’s Kite Realty KRG Stock Holding History

Avior 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
2024 Q2	–	Sell	-1,009	Closed	-$21.9K	–	3036
2024 Q1	$21.9K	Buy	+1,009	New	+$21.7K	﹤0.01%	1563

Other funds holding KRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avior Wealth Management's KRG Position: Q2 2024 in Review

Avior Wealth Management sold out of Kite Realty (KRG) in Q2 2024, closing a stake of 1,009 shares — an estimated $21.9K sold.

Avior Wealth Management first reported a position in KRG in Q1 2024 and held it in 1 quarter. The position peaked at $21.9K in Q1 2024. 343 funds tracked by Wall St. Rank hold KRG as of Q2 2024.

Avior Wealth Management reported no remaining Kite Realty position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 1,009 Kite Realty shares in Q2 2024, an estimated $21.9K.
Avior Wealth Management first reported a position in Kite Realty in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's Kite Realty position peaked at $21.9K in Q1 2024.
343 funds tracked by Wall St. Rank held Kite Realty as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.