FPOC
KRG icon

Financial Planners of Cleveland’s Kite Realty KRG Stock Holding History

Financial Planners of Cleveland’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
2022
Q1 		– Sell
-25,996
Closed -$594K – 78
2021
Q4 		$594K Buy
+25,996
New +$556K 0.24% 34

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Planners of Cleveland's KRG Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of Kite Realty (KRG) in Q1 2022, closing a stake of 25,996 shares — an estimated $594K sold.

Financial Planners of Cleveland first reported a position in KRG in Q4 2021 and held it in 1 quarter. The position peaked at $594K in Q4 2021. 315 funds tracked by Wall St. Rank hold KRG as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining Kite Realty position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 25,996 Kite Realty shares in Q1 2022, an estimated $594K.
  • Financial Planners of Cleveland first reported a position in Kite Realty in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's Kite Realty position peaked at $594K in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Kite Realty as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.