Harbor Investment Advisory’s Kite Realty KRG Stock Holding History

Harbor Investment Advisory’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 Q3	–	Sell	-3,475	Closed	-$77.6K	–	1272
2023 Q2	$77.6K	Hold	3,475	–	–	0.01%	572
2023 Q1	$72.7K	Hold	3,475	–	–	0.01%	593
2022 Q4	$73.1K	Buy	3,475 +668	+24%	+$13.6K	0.01%	573
2022 Q3	$48K	Hold	2,807	–	–	0.01%	713
2022 Q2	$49K	Hold	2,807	–	–	0.01%	708
2022 Q1	$64K	Hold	2,807	–	–	0.01%	673
2021 Q4	$61K	Hold	2,807	–	–	0.01%	682
2021 Q3	$57K	Hold	2,807	–	–	0.01%	705
2021 Q2	$62K	Hold	2,807	–	–	0.01%	644
2021 Q1	$54K	Hold	2,807	–	–	0.01%	660
2020 Q4	$42K	Buy	2,807 +878	+46%	+$11.7K	0.01%	674
2020 Q3	$22K	Buy	1,929 +971	+101%	+$10.7K	﹤0.01%	715
2020 Q2	$11K	Hold	958	–	–	﹤0.01%	764
2020 Q1	$9K	Buy	+958	New	+$15.3K	﹤0.01%	762

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

DLG

Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harbor Investment Advisory's KRG Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Kite Realty (KRG) in Q3 2023, closing a stake of 3,475 shares — an estimated $77.6K sold.

Harbor Investment Advisory first reported a position in KRG in Q1 2020 and held it in 14 quarters. The position peaked at $77.6K in Q2 2023. 320 funds tracked by Wall St. Rank hold KRG as of Q3 2023.

Harbor Investment Advisory reported no remaining Kite Realty position as of Q3 2023 after selling out during the quarter.
Harbor Investment Advisory sold 3,475 Kite Realty shares in Q3 2023, an estimated $77.6K.
Harbor Investment Advisory first reported a position in Kite Realty in Q1 2020 and held it in 14 quarters.
Harbor Investment Advisory's Kite Realty position peaked at $77.6K in Q2 2023.
320 funds tracked by Wall St. Rank held Kite Realty as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.