JP Morgan Private Wealth Advisors’s Kite Realty KRG Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$574K	Sell	26,800 -1,619	-6%	-$36.7K	﹤0.01%	1194
2023 Q2	$635K	Sell	28,419 -5,727	-17%	-$118K	﹤0.01%	939
2023 Q1	$714K	Sell	34,146 -7,361	-18%	-$155K	﹤0.01%	1324
2022 Q4	$874K	Buy	41,507 +3,918	+10%	+$79.9K	﹤0.01%	1207
2022 Q3	$647K	Sell	37,589 -156	-0.4%	-$2.99K	﹤0.01%	1348
2022 Q2	$653K	Buy	37,745 +266	+0.7%	+$5.5K	﹤0.01%	1340
2022 Q1	$853K	Buy	37,479 +160	+0.4%	+$3.48K	﹤0.01%	1292
2021 Q4	$813K	Buy	37,319 +15,657	+72%	+$335K	﹤0.01%	1342
2021 Q3	$441K	Buy	+21,662	New	+$440K	﹤0.01%	1546
2019 Q2	–	Sell	-22,563	Closed	-$361K	–	1425
2019 Q1	$361K	Buy	22,563 +4,369	+24%	+$69.2K	﹤0.01%	1138
2018 Q4	$256K	Sell	18,194 -4,593	-20%	-$72.2K	﹤0.01%	1241
2018 Q3	$379K	Buy	22,787 +34	+0.1%	+$575	﹤0.01%	1190
2018 Q2	$389K	Buy	+22,753	New	+$353K	﹤0.01%	1102

Other funds holding KRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $344B AUM 42.99% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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 $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's KRG Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Kite Realty (KRG) stake by 5.7% in Q3 2023, selling an estimated $36.7K and leaving 26,800 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

JP Morgan Private Wealth Advisors first reported a position in KRG in Q2 2018 and has held it in 13 quarters since. The position peaked at $874K in Q4 2022. 320 funds tracked by Wall St. Rank hold KRG as of Q3 2023.

JP Morgan Private Wealth Advisors held 26,800 shares of Kite Realty worth $574K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 1,619 Kite Realty shares in Q3 2023, an estimated $36.7K.
Kite Realty made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1194 holding.
JP Morgan Private Wealth Advisors first reported a position in Kite Realty in Q2 2018 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's Kite Realty position peaked at $874K in Q4 2022.
320 funds tracked by Wall St. Rank held Kite Realty as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.