Creative Planning’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.41M | Buy |
57,463
+22,234
| +63% | +$548K | ﹤0.01% | 2185 |
|
|
2025
Q4 | $844K | Buy |
35,229
+4,537
| +15% | +$103K | ﹤0.01% | 2418 |
|
|
2025
Q3 | $684K | Buy |
30,692
+5,118
| +20% | +$114K | ﹤0.01% | 2455 |
|
|
2025
Q2 | $579K | Buy |
25,574
+7,190
| +39% | +$158K | ﹤0.01% | 2328 |
|
|
2025
Q1 | $411K | Sell |
18,384
-6,055
| -25% | -$138K | ﹤0.01% | 2475 |
|
|
2024
Q4 | $617K | Buy |
24,439
+2,655
| +12% | +$69.8K | ﹤0.01% | 2038 |
|
|
2024
Q3 | $579K | Buy |
21,784
+1,634
| +8% | +$40.6K | ﹤0.01% | 1967 |
|
|
2024
Q2 | $451K | Buy |
20,150
+7,206
| +56% | +$154K | ﹤0.01% | 2022 |
|
|
2024
Q1 | $281K | Sell |
12,944
-462
| -3% | -$9.94K | ﹤0.01% | 2310 |
|
|
2023
Q4 | $306K | Buy |
13,406
+1,623
| +14% | +$34.7K | ﹤0.01% | 2075 |
|
|
2023
Q3 | $252K | Buy |
11,783
+535
| +5% | +$12.1K | ﹤0.01% | 2075 |
|
|
2023
Q2 | $251K | Sell |
11,248
-3,309
| -23% | -$68.2K | ﹤0.01% | 2043 |
|
|
2023
Q1 | $305K | Buy |
+14,557
| New | +$306K | ﹤0.01% | 1810 |
|
|
2017
Q3 | – | Sell |
-3,476
| Closed | -$66K | – | 2871 |
|
|
2017
Q2 | $66K | Buy |
3,476
+3,413
| +5,417% | +$67K | ﹤0.01% | 2298 |
|
|
2017
Q1 | $1K | Buy |
63
+7
| +13% | +$159 | ﹤0.01% | 4457 |
|
|
2016
Q4 | $1K | Buy |
56
+7
| +14% | +$173 | ﹤0.01% | 4448 |
|
|
2016
Q3 | $1K | Sell |
49
-394
| -89% | -$11.3K | ﹤0.01% | 4398 |
|
|
2016
Q2 | $12K | Buy |
443
+6
| +1% | +$164 | ﹤0.01% | 3128 |
|
|
2016
Q1 | $12K | Buy |
437
+4
| +0.9% | +$106 | ﹤0.01% | 3108 |
|
|
2015
Q4 | $11K | Buy |
433
+405
| +1,446% | +$10.5K | ﹤0.01% | 3245 |
|
|
2015
Q3 | $1K | Buy |
+28
| New | +$700 | ﹤0.01% | 4105 |
|
|
2015
Q2 | – | Sell |
-20
| Closed | -$1K | – | 2119 |
|
|
2015
Q1 | $1K | Buy |
20
+2
| +11% | +$58 | ﹤0.01% | 4035 |
|
|
2014
Q4 | $1K | Sell |
18
-31
| -63% | -$820 | ﹤0.01% | 3980 |
|
|
2014
Q3 | $1K | Buy |
+49
| New | +$1.24K | ﹤0.01% | 3834 |
|
|
2014
Q2 | – | Sell |
-6
| Closed | – | – | 3876 |
|
|
2014
Q1 | $0 | Buy |
+6
| New | +$149 | ﹤0.01% | 3695 |
|
Other funds holding KRG
VPM
VCM
CIM
NAMI
