Gemmer Asset Management’s Kite Realty KRG Stock Holding History

Gemmer Asset 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
2020 Q2	–	Sell	-460	Closed	-$4K	–	1350
2020 Q1	$4K	Buy	+460	New	+$7.37K	﹤0.01%	851
2018 Q4	–	Sell	-234	Closed	-$4K	–	1393
2018 Q3	$4K	Hold	234	–	–	﹤0.01%	1074
2018 Q2	$4K	Buy	234 +163	+230%	+$2.53K	﹤0.01%	1101
2018 Q1	$1K	Buy	+71	New	+$1.15K	﹤0.01%	1374
2017 Q2	–	Sell	-128	Closed	-$3K	–	1259
2017 Q1	$3K	Sell	128 -217	-63%	-$4.93K	﹤0.01%	1097
2016 Q4	$8K	Buy	345 +102	+42%	+$2.52K	﹤0.01%	719
2016 Q3	$7K	Hold	243	–	–	﹤0.01%	755
2016 Q2	$7K	Hold	243	–	–	﹤0.01%	719
2016 Q1	$6K	Buy	+243	New	+$6.45K	﹤0.01%	753
2015 Q3	–	Sell	-145	Closed	-$4K	–	1292
2015 Q2	$4K	Sell	145 -74	-34%	-$2K	﹤0.01%	922
2015 Q1	$6K	Buy	219 +99	+83%	+$2.87K	﹤0.01%	820
2014 Q4	$3K	Hold	120	–	–	﹤0.01%	1035
2014 Q3	$3K	Buy	120 +90	+300%	+$2.28K	﹤0.01%	1037
2014 Q2	$1K	Hold	30	–	–	﹤0.01%	1305
2014 Q1	$1K	Buy	+30	New	+$747	﹤0.01%	1289

Other funds holding KRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gemmer Asset Management's KRG Position: Q2 2020 in Review

Gemmer Asset Management sold out of Kite Realty (KRG) in Q2 2020, closing a stake of 460 shares — an estimated $4K sold.

Gemmer Asset Management first reported a position in KRG in Q1 2014 and held it in 15 quarters. The position peaked at $8K in Q4 2016. 198 funds tracked by Wall St. Rank hold KRG as of Q2 2020.

Gemmer Asset Management reported no remaining Kite Realty position as of Q2 2020 after selling out during the quarter.
Gemmer Asset Management sold 460 Kite Realty shares in Q2 2020, an estimated $4K.
Gemmer Asset Management first reported a position in Kite Realty in Q1 2014 and held it in 15 quarters.
Gemmer Asset Management's Kite Realty position peaked at $8K in Q4 2016.
198 funds tracked by Wall St. Rank held Kite Realty as of Q2 2020.

Based on Gemmer Asset Management's 13F filing for Q2 2020, filed 31 Jul 2020.