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Friedberg Investment Management’s Kite Realty KRG Stock Holding History

Friedberg Investment Management’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
2016
Q2 		– Sell
-68,353
Closed -$1.89M – 92
2016
Q1 		$1.89M Sell
68,353
-12,678
-16% -$336K 0.94% 41
2015
Q4 		$2.1M Sell
81,031
-3,977
-5% -$103K 1.02% 40
2015
Q3 		$2.02M Buy
85,008
+371
+0.4% +$9.27K 0.97% 44
2015
Q2 		$2.07M Sell
84,637
-1,420
-2% -$38.3K 0.78% 49
2015
Q1 		$2.42M Buy
86,057
+10,217
+13% +$296K 0.88% 49
2014
Q4 		$2.18M Buy
+75,840
New +$2.01M 0.86% 48

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Friedberg Investment Management's KRG Position: Q2 2016 in Review

Friedberg Investment Management sold out of Kite Realty (KRG) in Q2 2016, closing a stake of 68,353 shares — an estimated $1.89M sold.

Friedberg Investment Management first reported a position in KRG in Q4 2014 and held it in 6 quarters. The position peaked at $2.42M in Q1 2015. 232 funds tracked by Wall St. Rank hold KRG as of Q2 2016.

  • Friedberg Investment Management reported no remaining Kite Realty position as of Q2 2016 after selling out during the quarter.
  • Friedberg Investment Management sold 68,353 Kite Realty shares in Q2 2016, an estimated $1.89M.
  • Friedberg Investment Management first reported a position in Kite Realty in Q4 2014 and held it in 6 quarters.
  • Friedberg Investment Management's Kite Realty position peaked at $2.42M in Q1 2015.
  • 232 funds tracked by Wall St. Rank held Kite Realty as of Q2 2016.

Based on Friedberg Investment Management's 13F filing for Q2 2016, filed 10 Aug 2016.