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Fortem Financial Group’s Kite Realty KRG Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-513
Closed -$8K – 313
2020
Q4 		$8K Buy
+513
New +$6.81K ﹤0.01% 368
2020
Q2 		– Sell
-10,548
Closed -$100K – 143
2020
Q1 		$100K Buy
+10,548
New +$169K 0.09% 117

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortem Financial Group's KRG Position: Q1 2021 in Review

Fortem Financial Group sold out of Kite Realty (KRG) in Q1 2021, closing a stake of 513 shares — an estimated $8K sold.

Fortem Financial Group first reported a position in KRG in Q1 2020 and held it in 2 quarters. The position peaked at $100K in Q1 2020. 195 funds tracked by Wall St. Rank hold KRG as of Q1 2021.

  • Fortem Financial Group reported no remaining Kite Realty position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 513 Kite Realty shares in Q1 2021, an estimated $8K.
  • Fortem Financial Group first reported a position in Kite Realty in Q1 2020 and held it in 2 quarters.
  • Fortem Financial Group's Kite Realty position peaked at $100K in Q1 2020.
  • 195 funds tracked by Wall St. Rank held Kite Realty as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.