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Next Financial Group’s Kite Realty KRG Stock Holding History

Next Financial Group’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
2017
Q4 		– Sell
-9
Closed – – 884
2017
Q3 		$0 Buy
+9
New +$180 ﹤0.01% 1869
2017
Q2 		– Sell
-250
Closed -$5K – 1943
2017
Q1 		$5K Sell
250
-465
-65% -$10.6K ﹤0.01% 1512
2016
Q4 		$17K Hold
715
– – ﹤0.01% 1437
2016
Q3 		$20K Buy
715
+465
+186% +$13.4K ﹤0.01% 1360
2016
Q2 		$7K Buy
250
+50
+25% +$1.37K ﹤0.01% 1326
2016
Q1 		$5K Hold
200
– – ﹤0.01% 1368
2015
Q4 		$5K Hold
200
– – ﹤0.01% 1382
2015
Q3 		$4K Hold
200
– – ﹤0.01% 1484
2015
Q2 		$4K Buy
+200
New +$5.4K ﹤0.01% 1539
2014
Q4 		– Sell
-9,892
Closed -$240K – 2134
2014
Q3 		$240K Buy
+9,892
New +$250K 0.05% 406

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Next Financial Group's KRG Position: Q4 2017 in Review

Next Financial Group sold out of Kite Realty (KRG) in Q4 2017, closing a stake of 9 shares.

Next Financial Group first reported a position in KRG in Q3 2014 and held it in 10 quarters. The position peaked at $240K in Q3 2014. 238 funds tracked by Wall St. Rank hold KRG as of Q4 2017.

  • Next Financial Group reported no remaining Kite Realty position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 9 Kite Realty shares in Q4 2017.
  • Next Financial Group first reported a position in Kite Realty in Q3 2014 and held it in 10 quarters.
  • Next Financial Group's Kite Realty position peaked at $240K in Q3 2014.
  • 238 funds tracked by Wall St. Rank held Kite Realty as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.