Joseph P. Lucia & Associates’s Kite Realty KRG Stock Holding History

Joseph P. Lucia & Associates’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
2021 Q3	–	Sell	-880	Closed	-$19K	–	601
2021 Q2	$19K	Hold	880	–	–	0.01%	322
2021 Q1	$17K	Hold	880	–	–	0.01%	308
2020 Q4	$13K	Buy	+880	New	+$11.7K	0.01%	308
2020 Q3	–	Sell	-880	Closed	-$10K	–	288
2020 Q2	$10K	Hold	880	–	–	0.01%	313
2020 Q1	$8K	Hold	880	–	–	0.01%	305
2019 Q4	$17K	Hold	880	–	–	0.02%	259
2019 Q3	$14K	Hold	880	–	–	0.01%	281
2019 Q2	$13K	Buy	+880	New	+$13.9K	0.01%	277

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Joseph P. Lucia & Associates's KRG Position: Q3 2021 in Review

Joseph P. Lucia & Associates sold out of Kite Realty (KRG) in Q3 2021, closing a stake of 880 shares — an estimated $19K sold.

Joseph P. Lucia & Associates first reported a position in KRG in Q2 2019 and held it in 8 quarters. The position peaked at $19K in Q2 2021. 217 funds tracked by Wall St. Rank hold KRG as of Q3 2021.

Joseph P. Lucia & Associates reported no remaining Kite Realty position as of Q3 2021 after selling out during the quarter.
Joseph P. Lucia & Associates sold 880 Kite Realty shares in Q3 2021, an estimated $19K.
Joseph P. Lucia & Associates first reported a position in Kite Realty in Q2 2019 and held it in 8 quarters.
Joseph P. Lucia & Associates's Kite Realty position peaked at $19K in Q2 2021.
217 funds tracked by Wall St. Rank held Kite Realty as of Q3 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2021, filed 13 Oct 2021.