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JOYN Advisors’s Kite Realty KRG Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-1,135
Closed -$16K – 801
2018
Q4 		$16K Sell
1,135
-463
-29% -$7.28K ﹤0.01% 763
2018
Q3 		$27K Buy
1,598
+126
+9% +$2.13K 0.01% 576
2018
Q2 		$25K Buy
1,472
+1,333
+959% +$20.7K 0.01% 604
2018
Q1 		$2K Buy
+139
New +$2.25K ﹤0.01% 1073

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

JOYN Advisors's KRG Position: Q1 2019 in Review

JOYN Advisors sold out of Kite Realty (KRG) in Q1 2019, closing a stake of 1,135 shares — an estimated $16K sold.

JOYN Advisors first reported a position in KRG in Q1 2018 and held it in 4 quarters. The position peaked at $27K in Q3 2018. 226 funds tracked by Wall St. Rank hold KRG as of Q1 2019.

  • JOYN Advisors reported no remaining Kite Realty position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,135 Kite Realty shares in Q1 2019, an estimated $16K.
  • JOYN Advisors first reported a position in Kite Realty in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Kite Realty position peaked at $27K in Q3 2018.
  • 226 funds tracked by Wall St. Rank held Kite Realty as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.