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Glassman Wealth Services’s Kite Realty KRG Stock Holding History

Glassman Wealth Services’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
2023
Q4 		– Sell
-21
Closed -$450 – 2034
2023
Q3 		$450 Hold
21
– – ﹤0.01% 1760
2023
Q2 		$469 Buy
+21
New +$433 ﹤0.01% 1652
2020
Q2 		– Sell
-52
Closed – – 1388
2020
Q1 		$0 Hold
52
– – ﹤0.01% 1355
2019
Q4 		$1K Hold
52
– – ﹤0.01% 959
2019
Q3 		$1K Hold
52
– – ﹤0.01% 863
2019
Q2 		$1K Hold
52
– – ﹤0.01% 877
2019
Q1 		$1K Buy
+52
New +$824 ﹤0.01% 832

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Glassman Wealth Services's KRG Position: Q4 2023 in Review

Glassman Wealth Services sold out of Kite Realty (KRG) in Q4 2023, closing a stake of 21 shares — an estimated $450 sold.

Glassman Wealth Services first reported a position in KRG in Q1 2019 and held it in 7 quarters. The position peaked at $1K in Q4 2019. 346 funds tracked by Wall St. Rank hold KRG as of Q4 2023.

  • Glassman Wealth Services reported no remaining Kite Realty position as of Q4 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 21 Kite Realty shares in Q4 2023, an estimated $450.
  • Glassman Wealth Services first reported a position in Kite Realty in Q1 2019 and held it in 7 quarters.
  • Glassman Wealth Services's Kite Realty position peaked at $1K in Q4 2019.
  • 346 funds tracked by Wall St. Rank held Kite Realty as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.