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Monument Capital Management’s Kite Realty KRG Stock Holding History

Monument Capital Management’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
Q1 		– Sell
-17,347
Closed -$397K – 193
2023
Q4 		$397K Sell
17,347
-638
-4% -$13.6K 0.13% 130
2023
Q3 		$385K Buy
+17,985
New +$407K 0.13% 124

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Monument Capital Management's KRG Position: Q1 2024 in Review

Monument Capital Management sold out of Kite Realty (KRG) in Q1 2024, closing a stake of 17,347 shares — an estimated $397K sold.

Monument Capital Management first reported a position in KRG in Q3 2023 and held it in 2 quarters. The position peaked at $397K in Q4 2023. 339 funds tracked by Wall St. Rank hold KRG as of Q1 2024.

  • Monument Capital Management reported no remaining Kite Realty position as of Q1 2024 after selling out during the quarter.
  • Monument Capital Management sold 17,347 Kite Realty shares in Q1 2024, an estimated $397K.
  • Monument Capital Management first reported a position in Kite Realty in Q3 2023 and held it in 2 quarters.
  • Monument Capital Management's Kite Realty position peaked at $397K in Q4 2023.
  • 339 funds tracked by Wall St. Rank held Kite Realty as of Q1 2024.

Based on Monument Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.