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Financial Gravity Companies’s Kite Realty KRG Stock Holding History

Financial Gravity Companies’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
Q4 		$37.1K Buy
1,468
+971
+195% +$25.5K 0.01% 336
2024
Q3 		$13.2K Buy
+497
New +$12.3K ﹤0.01% 315
2018
Q4 		$1K Buy
+41
New +$645 ﹤0.01% 1127
2018
Q1 		$1K Buy
38
+1
+3% +$16 ﹤0.01% 1177
2017
Q4 		$1K Buy
+37
New +$720 ﹤0.01% 1147

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Gravity Companies's KRG Position: Q4 2024 in Review

Financial Gravity Companies increased its Kite Realty (KRG) stake by 195% in Q4 2024, buying an estimated $25.5K and bringing the position to 1,468 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #336.

Financial Gravity Companies first reported a position in KRG in Q4 2017 and has held it in 5 quarters since. 372 funds tracked by Wall St. Rank hold KRG as of Q4 2024.

  • Financial Gravity Companies held 1,468 shares of Kite Realty worth $37.1K as of Q4 2024.
  • Financial Gravity Companies bought 971 Kite Realty shares in Q4 2024, an estimated $25.5K.
  • Kite Realty made up 0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #336 holding.
  • Financial Gravity Companies first reported a position in Kite Realty in Q4 2017 and has held it in 5 quarters since.
  • 372 funds tracked by Wall St. Rank held Kite Realty as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.