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Bickling Financial Services’s Kite Realty KRG Stock Holding History

Bickling Financial Services’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
-11,439
Closed -$197K – 122
2022
Q3 		$197K Sell
11,439
-4,173
-27% -$80K 0.13% 111
2022
Q2 		$270K Sell
15,612
-439
-3% -$9.07K 0.17% 98
2022
Q1 		$365K Sell
16,051
-495
-3% -$10.8K 0.19% 89
2021
Q4 		$360K Buy
+16,546
New +$354K 0.17% 92

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

Bickling Financial Services's KRG Position: Q4 2022 in Review

Bickling Financial Services sold out of Kite Realty (KRG) in Q4 2022, closing a stake of 11,439 shares — an estimated $197K sold.

Bickling Financial Services first reported a position in KRG in Q4 2021 and held it in 4 quarters. The position peaked at $365K in Q1 2022. 312 funds tracked by Wall St. Rank hold KRG as of Q4 2022.

  • Bickling Financial Services reported no remaining Kite Realty position as of Q4 2022 after selling out during the quarter.
  • Bickling Financial Services sold 11,439 Kite Realty shares in Q4 2022, an estimated $197K.
  • Bickling Financial Services first reported a position in Kite Realty in Q4 2021 and held it in 4 quarters.
  • Bickling Financial Services's Kite Realty position peaked at $365K in Q1 2022.
  • 312 funds tracked by Wall St. Rank held Kite Realty as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.