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Cedar Brook Financial Partners’s Kite Realty KRG Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-14,782
Closed -$171K – 333
2020
Q3 		$171K Buy
14,782
+73
+0.5% +$803 0.07% 278
2020
Q2 		$170K Buy
14,709
+561
+4% +$5.63K 0.08% 265
2020
Q1 		$134K Hold
14,148
– – 0.07% 235
2019
Q4 		$276K Sell
14,148
-22,097
-61% -$399K 0.12% 215
2019
Q3 		$585K Buy
36,245
+530
+1% +$8.12K 0.26% 120
2019
Q2 		$540K Sell
35,715
-3,030
-8% -$47.9K 0.25% 127
2019
Q1 		$620K Sell
38,745
-5,032
-11% -$79.7K 0.3% 102
2018
Q4 		$617K Buy
+43,777
New +$689K 0.37% 85

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

Cedar Brook Financial Partners's KRG Position: Q4 2020 in Review

Cedar Brook Financial Partners sold out of Kite Realty (KRG) in Q4 2020, closing a stake of 14,782 shares — an estimated $171K sold.

Cedar Brook Financial Partners first reported a position in KRG in Q4 2018 and held it in 8 quarters. The position peaked at $620K in Q1 2019. 180 funds tracked by Wall St. Rank hold KRG as of Q4 2020.

  • Cedar Brook Financial Partners reported no remaining Kite Realty position as of Q4 2020 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 14,782 Kite Realty shares in Q4 2020, an estimated $171K.
  • Cedar Brook Financial Partners first reported a position in Kite Realty in Q4 2018 and held it in 8 quarters.
  • Cedar Brook Financial Partners's Kite Realty position peaked at $620K in Q1 2019.
  • 180 funds tracked by Wall St. Rank held Kite Realty as of Q4 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2020, filed 12 Feb 2021.