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HighPoint Advisor Group’s Kite Realty KRG Stock Holding History

HighPoint Advisor Group’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
2024
Q4 		– Sell
-7,861
Closed -$203K – 719
2024
Q3 		$203K Buy
+7,861
New +$195K 0.01% 619
2019
Q3 		– Sell
-7,738
Closed -$116K – 508
2019
Q2 		$116K Buy
+7,738
New +$122K 0.03% 421
2017
Q4 		– Sell
-11,597
Closed -$221K – 309
2017
Q3 		$221K Buy
11,597
+46
+0.4% +$922 0.07% 246
2017
Q2 		$240K Hold
11,551
– – 0.08% 239
2017
Q1 		$240K Sell
11,551
-1,977
-15% -$44.9K 0.08% 239
2016
Q4 		$301K Buy
13,528
+292
+2% +$7.22K 0.1% 219
2016
Q3 		$323K Hold
13,236
– – 0.11% 205
2016
Q2 		$392K Buy
+13,236
New +$362K 0.14% 169

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighPoint Advisor Group's KRG Position: Q4 2024 in Review

HighPoint Advisor Group sold out of Kite Realty (KRG) in Q4 2024, closing a stake of 7,861 shares — an estimated $203K sold.

HighPoint Advisor Group first reported a position in KRG in Q2 2016 and held it in 8 quarters. The position peaked at $392K in Q2 2016. 372 funds tracked by Wall St. Rank hold KRG as of Q4 2024.

  • HighPoint Advisor Group reported no remaining Kite Realty position as of Q4 2024 after selling out during the quarter.
  • HighPoint Advisor Group sold 7,861 Kite Realty shares in Q4 2024, an estimated $203K.
  • HighPoint Advisor Group first reported a position in Kite Realty in Q2 2016 and held it in 8 quarters.
  • HighPoint Advisor Group's Kite Realty position peaked at $392K in Q2 2016.
  • 372 funds tracked by Wall St. Rank held Kite Realty as of Q4 2024.

Based on HighPoint Advisor Group's 13F filing for Q4 2024, filed 12 Feb 2025.