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First Trust Direct Indexing’s Kite Realty KRG Stock Holding History

First Trust Direct Indexing’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
-22,400
Closed -$595K – 498
2024
Q3 		$595K Buy
22,400
+910
+4% +$22.6K 0.03% 493
2024
Q2 		$481K Buy
21,490
+3,073
+17% +$65.5K 0.03% 516
2024
Q1 		$399K Sell
18,417
-135
-0.7% -$2.9K 0.03% 536
2023
Q4 		$424K Buy
18,552
+291
+2% +$6.21K 0.04% 484
2023
Q3 		$391K Sell
18,261
-17
-0.1% -$385 0.04% 454
2023
Q2 		$408K Sell
18,278
-7
-0% -$144 0.05% 466
2023
Q1 		$383K Hold
18,285
– – 0.05% 476
2022
Q4 		$385K Sell
18,285
-50
-0.3% -$1.02K 0.05% 447
2022
Q3 		$316K Buy
18,335
+53
+0.3% +$1.02K 0.05% 447
2022
Q2 		$316K Buy
18,282
+94
+0.5% +$1.94K 0.04% 459
2022
Q1 		$414K Sell
18,188
-117
-0.6% -$2.55K 0.05% 414
2021
Q4 		$399K Buy
+18,305
New +$392K 0.05% 412
2021
Q1 		– Sell
-3,773
Closed -$56K – 708
2020
Q4 		$56K Buy
+3,773
New +$50.1K 0.02% 727

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

First Trust Direct Indexing's KRG Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Kite Realty (KRG) in Q4 2024, closing a stake of 22,400 shares — an estimated $595K sold.

First Trust Direct Indexing first reported a position in KRG in Q4 2020 and held it in 13 quarters. The position peaked at $595K in Q3 2024. 372 funds tracked by Wall St. Rank hold KRG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Kite Realty position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 22,400 Kite Realty shares in Q4 2024, an estimated $595K.
  • First Trust Direct Indexing first reported a position in Kite Realty in Q4 2020 and held it in 13 quarters.
  • First Trust Direct Indexing's Kite Realty position peaked at $595K in Q3 2024.
  • 372 funds tracked by Wall St. Rank held Kite Realty as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.