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Money Concepts Capital’s Kite Realty KRG Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-256
Closed -$5.39K – 1821
2022
Q4 		$5.39K Buy
+256
New +$5.22K ﹤0.01% 2311
2022
Q2 		– Sell
-256
Closed -$6K – 2100
2022
Q1 		$6K Buy
+256
New +$5.58K ﹤0.01% 2136

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's KRG Position: Q1 2023 in Review

Money Concepts Capital sold out of Kite Realty (KRG) in Q1 2023, closing a stake of 256 shares — an estimated $5.39K sold.

Money Concepts Capital first reported a position in KRG in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 300 funds tracked by Wall St. Rank hold KRG as of Q1 2023.

  • Money Concepts Capital reported no remaining Kite Realty position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 256 Kite Realty shares in Q1 2023, an estimated $5.39K.
  • Money Concepts Capital first reported a position in Kite Realty in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Kite Realty position peaked at $6K in Q1 2022.
  • 300 funds tracked by Wall St. Rank held Kite Realty as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.