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Nicola Wealth Management’s Kite Realty KRG Stock Holding History

Nicola 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
2024
Q4 		– Sell
-34,167
Closed -$1.23M – 110
2024
Q3 		$1.23M Sell
34,167
-7,700
-18% -$191K 0.1% 101
2024
Q2 		$1.28M Buy
41,867
+17,803
+74% +$379K 0.11% 102
2024
Q1 		$706K Sell
24,064
-16,600
-41% -$357K 0.07% 111
2023
Q4 		$1.23M Sell
40,664
-30,100
-43% -$643K 0.13% 104
2023
Q3 		$2.05M Buy
70,764
+10,600
+18% +$240K 0.22% 86
2023
Q2 		$1.34M Buy
60,164
+8,364
+16% +$172K 0.13% 94
2023
Q1 		$1.08M Buy
+51,800
New +$1.09M 0.11% 103

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nicola Wealth Management's KRG Position: Q4 2024 in Review

Nicola Wealth Management sold out of Kite Realty (KRG) in Q4 2024, closing a stake of 34,167 shares — an estimated $1.23M sold.

Nicola Wealth Management first reported a position in KRG in Q1 2023 and held it in 7 quarters. The position peaked at $2.05M in Q3 2023. 372 funds tracked by Wall St. Rank hold KRG as of Q4 2024.

  • Nicola Wealth Management reported no remaining Kite Realty position as of Q4 2024 after selling out during the quarter.
  • Nicola Wealth Management sold 34,167 Kite Realty shares in Q4 2024, an estimated $1.23M.
  • Nicola Wealth Management first reported a position in Kite Realty in Q1 2023 and held it in 7 quarters.
  • Nicola Wealth Management's Kite Realty position peaked at $2.05M in Q3 2023.
  • 372 funds tracked by Wall St. Rank held Kite Realty as of Q4 2024.

Based on Nicola Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.