Bernzott Capital Advisors’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Buy |
248,476
+3,641
| +1% | +$82.5K | 2.87% | 24 |
|
|
2025
Q1 | $5.48M | Buy |
244,835
+1,905
| +0.8% | +$42.6K | 2.7% | 24 |
|
|
2024
Q4 | $6.13M | Sell |
242,930
-26,200
| -10% | -$661K | 3.03% | 19 |
|
|
2024
Q3 | $7.15M | Buy |
269,130
+1,275
| +0.5% | +$33.9K | 3.08% | 16 |
|
|
2024
Q2 | $5.99M | Buy |
+267,855
| New | +$5.99M | 2.76% | 22 |
|