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Financial Network Wealth Advisors’s Kite Realty KRG Stock Holding History

Financial Network Wealth Advisors’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 		– Sell
-2,193
Closed -$58.2K – 680
2024
Q3 		$58.2K Buy
2,193
+23
+1% +$571 0.05% 266
2024
Q2 		$48.6K Buy
+2,170
New +$46.2K 0.04% 309

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 Network Wealth Advisors's KRG Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Kite Realty (KRG) in Q4 2024, closing a stake of 2,193 shares — an estimated $58.2K sold.

Financial Network Wealth Advisors first reported a position in KRG in Q2 2024 and held it in 2 quarters. The position peaked at $58.2K in Q3 2024. 372 funds tracked by Wall St. Rank hold KRG as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Kite Realty position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 2,193 Kite Realty shares in Q4 2024, an estimated $58.2K.
  • Financial Network Wealth Advisors first reported a position in Kite Realty in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's Kite Realty position peaked at $58.2K in Q3 2024.
  • 372 funds tracked by Wall St. Rank held Kite Realty as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.