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Graham Capital Wealth Management’s Kite Realty KRG Stock Holding History

Graham Capital Wealth 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
2023
Q2 		– Sell
-6,225
Closed -$1.3M – 95
2023
Q1 		$1.3M Buy
+6,225
New +$131K 0.19% 57

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Graham Capital Wealth Management's KRG Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Kite Realty (KRG) in Q2 2023, closing a stake of 6,225 shares — an estimated $1.3M sold.

Graham Capital Wealth Management first reported a position in KRG in Q1 2023 and held it in 1 quarter. The position peaked at $1.3M in Q1 2023. 308 funds tracked by Wall St. Rank hold KRG as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Kite Realty position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 6,225 Kite Realty shares in Q2 2023, an estimated $1.3M.
  • Graham Capital Wealth Management first reported a position in Kite Realty in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Kite Realty position peaked at $1.3M in Q1 2023.
  • 308 funds tracked by Wall St. Rank held Kite Realty as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.