GRP
KW

Global Retirement Partners’s Kennedy-Wilson Holdings KW Stock Holding History

Global Retirement Partners’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$232 Buy
+24
New +$215 ﹤0.01% 4091
2024
Q2 		– Sell
-95
Closed -$815 – 3599
2024
Q1 		$815 Buy
+95
New +$935 ﹤0.01% 3025
2023
Q3 		– Sell
-147
Closed -$2.4K – 3306
2023
Q2 		$2.4K Hold
147
– – ﹤0.01% 2473
2023
Q1 		$2.4K Sell
147
-65
-31% -$1.11K ﹤0.01% 2432
2022
Q4 		$3.33K Buy
+212
New +$3.41K ﹤0.01% 2167

Other funds holding KW

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
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Global Retirement Partners's KW Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Kennedy-Wilson Holdings (KW) in Q4 2025: 24 shares worth $232. The stake represents ﹤0.01% of the portfolio and ranks #4091 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in KW as recently as Q1 2024.

Global Retirement Partners first reported a position in KW in Q4 2022 and has held it in 5 quarters since. The position peaked at $3.33K in Q4 2022. 245 funds tracked by Wall St. Rank hold KW as of Q4 2025.

  • Global Retirement Partners held 24 shares of Kennedy-Wilson Holdings worth $232 as of Q4 2025.
  • Kennedy-Wilson Holdings was a new Global Retirement Partners position in Q4 2025.
  • Kennedy-Wilson Holdings made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4091 holding.
  • Global Retirement Partners first reported a position in Kennedy-Wilson Holdings in Q4 2022 and has held it in 5 quarters since.
  • Global Retirement Partners's Kennedy-Wilson Holdings position peaked at $3.33K in Q4 2022.
  • 245 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.