Financial Gravity Asset Management’s Kite Realty KRG Stock Holding History

Financial Gravity Asset Management’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 Q2	$11.1K	Sell	497 -497	-50%	-$10.6K	﹤0.01%	463
2024 Q1	$22.1K	Buy	994 +497	+100%	+$10.7K	﹤0.01%	518
2023 Q4	$11.4K	Buy	+497	New	+$10.6K	﹤0.01%	764
2020 Q2	–	Sell	-15	Closed	-$141	–	477
2020 Q1	$141	Buy	15 +1	+7%	+$16	﹤0.01%	824
2019 Q4	$20K	Sell	14 -8	-36%	-$144	0.01%	1013
2019 Q3	$0	Buy	22 +1	+5%	+$15	﹤0.01%	1394
2019 Q2	$0	Sell	21 -4	-16%	-$63	﹤0.01%	1468
2019 Q1	$0	Buy	+25	New	+$396	﹤0.01%	1438
2018 Q3	$1K	Buy	46 +3	+7%	+$51	﹤0.01%	1167
2018 Q2	$1K	Buy	43 +5	+13%	+$78	﹤0.01%	1196
2018 Q1	$1K	Buy	+38	New	+$615	﹤0.01%	1177

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Financial Gravity Asset Management's KRG Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its Kite Realty (KRG) stake by 50% in Q2 2024, selling an estimated $10.6K and leaving 497 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Financial Gravity Asset Management first reported a position in KRG in Q1 2018 and has held it in 11 quarters since. The position peaked at $22.1K in Q1 2024. 343 funds tracked by Wall St. Rank hold KRG as of Q2 2024.

Financial Gravity Asset Management held 497 shares of Kite Realty worth $11.1K as of Q2 2024.
Financial Gravity Asset Management sold 497 Kite Realty shares in Q2 2024, an estimated $10.6K.
Kite Realty made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #463 holding.
Financial Gravity Asset Management first reported a position in Kite Realty in Q1 2018 and has held it in 11 quarters since.
Financial Gravity Asset Management's Kite Realty position peaked at $22.1K in Q1 2024.
343 funds tracked by Wall St. Rank held Kite Realty as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.