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Capital Performance Advisors’s Kite Realty KRG Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-4
Closed -$106 – 1491
2024
Q3 		$106 Buy
+4
New +$99 ﹤0.01% 2686

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Performance Advisors's KRG Position: Q4 2024 in Review

Capital Performance Advisors sold out of Kite Realty (KRG) in Q4 2024, closing a stake of 4 shares — an estimated $106 sold.

Capital Performance Advisors first reported a position in KRG in Q3 2024 and held it in 1 quarter. The position peaked at $106 in Q3 2024. 372 funds tracked by Wall St. Rank hold KRG as of Q4 2024.

  • Capital Performance Advisors reported no remaining Kite Realty position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 4 Kite Realty shares in Q4 2024, an estimated $106.
  • Capital Performance Advisors first reported a position in Kite Realty in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Kite Realty position peaked at $106 in Q3 2024.
  • 372 funds tracked by Wall St. Rank held Kite Realty as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.