Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Kite Realty KRG Stock Holding History

Kovitz Investment Group Partners’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
Q3 		– Sell
-103,636
Closed -$2.32M – 1082
2024
Q2 		$2.32M Buy
+103,636
New +$2.21M 0.02% 414

Other funds holding KRG

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kovitz Investment Group Partners's KRG Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of Kite Realty (KRG) in Q3 2024, closing a stake of 103,636 shares — an estimated $2.32M sold.

Kovitz Investment Group Partners first reported a position in KRG in Q2 2024 and held it in 1 quarter. The position peaked at $2.32M in Q2 2024. 351 funds tracked by Wall St. Rank hold KRG as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining Kite Realty position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 103,636 Kite Realty shares in Q3 2024, an estimated $2.32M.
  • Kovitz Investment Group Partners first reported a position in Kite Realty in Q2 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Kite Realty position peaked at $2.32M in Q2 2024.
  • 351 funds tracked by Wall St. Rank held Kite Realty as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.