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Independent Portfolio Consultants’s Kite Realty KRG Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$63K Sell
3,340
-1,738
-34% -$34.1K 0.03% 489
2017
Q1 		$109K Buy
5,078
+1,039
+26% +$23.6K 0.04% 430
2016
Q4 		$95K Sell
4,039
-1,255
-24% -$31K 0.03% 455
2016
Q3 		$147K Sell
5,294
-300
-5% -$8.62K 0.05% 395
2016
Q2 		$157K Buy
5,594
+15
+0.3% +$410 0.05% 378
2016
Q1 		$155K Buy
5,579
+265
+5% +$7.03K 0.04% 397
2015
Q4 		$138K Sell
5,314
-861
-14% -$22.3K 0.04% 393
2015
Q3 		$147K Buy
6,175
+10
+0.2% +$250 0.03% 399
2015
Q2 		$151K Buy
6,165
+165
+3% +$4.45K 0.03% 418
2015
Q1 		$169K Buy
6,000
+573
+11% +$16.6K 0.03% 392
2014
Q4 		$156K Sell
5,427
-11,166
-67% -$295K 0.03% 417
2014
Q3 		$402K Sell
16,593
-1,425
-8% -$36.1K 0.11% 303
2014
Q2 		$443K Sell
18,018
-198
-1% -$4.84K 0.12% 272
2014
Q1 		$437K Sell
18,216
-653
-3% -$16.3K 0.14% 277
2013
Q4 		$496K Sell
18,869
-771
-4% -$19.6K 0.17% 232
2013
Q3 		$466K Sell
19,640
-343
-2% -$8.06K 0.19% 224
2013
Q2 		$482K Buy
+19,983
New +$506K 0.22% 193

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Independent Portfolio Consultants's KRG Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Kite Realty (KRG) stake by 34% in Q2 2017, selling an estimated $34.1K and leaving 3,340 shares worth $63K. The position accounts for 0.03% of the portfolio, ranked #489.

Independent Portfolio Consultants first reported a position in KRG in Q2 2013 and has held it in 17 quarters since. The position peaked at $496K in Q4 2013. 230 funds tracked by Wall St. Rank hold KRG as of Q2 2017.

  • Independent Portfolio Consultants held 3,340 shares of Kite Realty worth $63K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,738 Kite Realty shares in Q2 2017, an estimated $34.1K.
  • Kite Realty made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #489 holding.
  • Independent Portfolio Consultants first reported a position in Kite Realty in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Kite Realty position peaked at $496K in Q4 2013.
  • 230 funds tracked by Wall St. Rank held Kite Realty as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.