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Moran Wealth Management’s Kite Realty KRG Stock Holding History

Moran Wealth 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
2023
Q3 		– Sell
-108,220
Closed -$2.42M – 392
2023
Q2 		$2.42M Sell
108,220
-12,453
-10% -$257K 0.09% 206
2023
Q1 		$2.52M Buy
+120,673
New +$2.54M 0.1% 203

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Cohen & Steers
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moran Wealth Management's KRG Position: Q3 2023 in Review

Moran Wealth Management sold out of Kite Realty (KRG) in Q3 2023, closing a stake of 108,220 shares — an estimated $2.42M sold.

Moran Wealth Management first reported a position in KRG in Q1 2023 and held it in 2 quarters. The position peaked at $2.52M in Q1 2023. 320 funds tracked by Wall St. Rank hold KRG as of Q3 2023.

  • Moran Wealth Management reported no remaining Kite Realty position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 108,220 Kite Realty shares in Q3 2023, an estimated $2.42M.
  • Moran Wealth Management first reported a position in Kite Realty in Q1 2023 and held it in 2 quarters.
  • Moran Wealth Management's Kite Realty position peaked at $2.52M in Q1 2023.
  • 320 funds tracked by Wall St. Rank held Kite Realty as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.