Connectus Wealth’s Kite Realty KRG Stock Holding History

Connectus Wealth’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 Q1	–	Sell	-93,495	Closed	-$2.14M	–	447
2023 Q4	$2.14M	Buy	+93,495	New	+$2M	0.04%	260

Other funds holding KRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connectus Wealth's KRG Position: Q1 2024 in Review

Connectus Wealth sold out of Kite Realty (KRG) in Q1 2024, closing a stake of 93,495 shares — an estimated $2.14M sold.

Connectus Wealth first reported a position in KRG in Q4 2023 and held it in 1 quarter. The position peaked at $2.14M in Q4 2023. 339 funds tracked by Wall St. Rank hold KRG as of Q1 2024.

Connectus Wealth reported no remaining Kite Realty position as of Q1 2024 after selling out during the quarter.
Connectus Wealth sold 93,495 Kite Realty shares in Q1 2024, an estimated $2.14M.
Connectus Wealth first reported a position in Kite Realty in Q4 2023 and held it in 1 quarter.
Connectus Wealth's Kite Realty position peaked at $2.14M in Q4 2023.
339 funds tracked by Wall St. Rank held Kite Realty as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.