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Concourse Financial Group Securities’s Kite Realty KRG Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-3,314
Closed -$76.4K – 1166
2024
Q4 		$76.4K Hold
3,314
– – ﹤0.01% 1032
2024
Q3 		$88K Hold
3,314
– – 0.01% 978
2024
Q2 		$74.2K Hold
3,314
– – ﹤0.01% 1029
2024
Q1 		$71.8K Hold
3,314
– – ﹤0.01% 1039
2023
Q4 		$75.8K Sell
3,314
-2,560
-44% -$54.7K 0.01% 990
2023
Q3 		$126K Sell
5,874
-907
-13% -$20.5K 0.01% 772
2023
Q2 		$151K Sell
6,781
-20
-0.3% -$412 0.01% 733
2023
Q1 		$142K Sell
6,801
-5
-0.1% -$105 0.01% 753
2022
Q4 		$143K Hold
6,806
– – 0.01% 717
2022
Q3 		$117K Buy
6,806
+509
+8% +$9.75K 0.01% 676
2022
Q2 		$109K Sell
6,297
-472
-7% -$9.75K 0.01% 779
2022
Q1 		$154K Sell
6,769
-11
-0.2% -$240 0.01% 723
2021
Q4 		$148K Buy
6,780
+41
+0.6% +$877 0.01% 835
2021
Q3 		$138K Buy
6,739
+18
+0.3% +$365 0.01% 852
2021
Q2 		$148K Buy
6,721
+472
+8% +$9.93K 0.01% 824
2021
Q1 		$121K Buy
6,249
+7
+0.1% +$126 0.01% 856
2020
Q4 		$93K Sell
6,242
-69
-1% -$916 0.01% 920
2020
Q3 		$73K Hold
6,311
– – 0.01% 903
2020
Q2 		$73K Buy
6,311
+1,188
+23% +$11.9K 0.01% 833
2020
Q1 		$50K Buy
5,123
+500
+11% +$8.01K 0.01% 911
2019
Q4 		$90K Buy
4,623
+4,365
+1,692% +$78.8K 0.01% 747
2019
Q3 		$4K Sell
258
-4,919
-95% -$75.4K ﹤0.01% 1375
2019
Q2 		$78K Hold
5,177
– – 0.01% 722
2019
Q1 		$82K Hold
5,177
– – 0.01% 729
2018
Q4 		$72K Sell
5,177
-166
-3% -$2.61K 0.01% 713
2018
Q3 		$89K Buy
+5,343
New +$90.4K 0.03% 450

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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concourse Financial Group Securities's KRG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Kite Realty (KRG) in Q1 2025, closing a stake of 3,314 shares — an estimated $76.4K sold.

Concourse Financial Group Securities first reported a position in KRG in Q3 2018 and held it in 26 quarters. The position peaked at $154K in Q1 2022. 359 funds tracked by Wall St. Rank hold KRG as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Kite Realty position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3,314 Kite Realty shares in Q1 2025, an estimated $76.4K.
  • Concourse Financial Group Securities first reported a position in Kite Realty in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Kite Realty position peaked at $154K in Q1 2022.
  • 359 funds tracked by Wall St. Rank held Kite Realty as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.