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Patriot Financial Group Insurance Agency’s Kite Realty KRG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-300
Closed -$5K – 1247
2022
Q2 		$5K Hold
300
– – ﹤0.01% 1488
2022
Q1 		$7K Hold
300
– – ﹤0.01% 1497
2021
Q4 		$7K Hold
300
– – ﹤0.01% 1612
2021
Q3 		$6K Sell
300
-1,264
-81% -$25.6K ﹤0.01% 1650
2021
Q2 		$34K Sell
1,564
-1
-0.1% -$21 0.01% 971
2021
Q1 		$30K Hold
1,565
– – 0.01% 954
2020
Q4 		$23K Hold
1,565
– – 0.01% 926
2020
Q3 		$18K Hold
1,565
– – 0.01% 834
2020
Q2 		$18K Hold
1,565
– – 0.01% 783
2020
Q1 		$15K Sell
1,565
-1,598
-51% -$25.6K 0.01% 733
2019
Q4 		$62K Hold
3,163
– – 0.02% 434
2019
Q3 		$51K Sell
3,163
-751
-19% -$11.5K 0.02% 443
2019
Q2 		$59K Hold
3,914
– – 0.03% 409
2019
Q1 		$63K Hold
3,914
– – 0.03% 349
2018
Q4 		$55K Sell
3,914
-402
-9% -$6.32K 0.04% 305
2018
Q3 		$72K Buy
4,316
+2,317
+116% +$39.2K 0.04% 251
2018
Q2 		$34K Hold
1,999
– – 0.04% 228
2018
Q1 		$30K Hold
1,999
– – 0.02% 393
2017
Q4 		$38K Buy
1,999
+1,248
+166% +$24.3K 0.03% 337
2017
Q3 		$15K Sell
751
-1,328
-64% -$26.6K 0.01% 469
2017
Q2 		$38K Buy
2,079
+1,328
+177% +$26.1K 0.04% 292
2017
Q1 		$16K Hold
751
– – 0.02% 407
2016
Q4 		$18K Buy
+751
New +$18.6K 0.02% 361

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KRG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Kite Realty (KRG) in Q3 2022, closing a stake of 300 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in KRG in Q4 2016 and held it in 23 quarters. The position peaked at $72K in Q3 2018. 289 funds tracked by Wall St. Rank hold KRG as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Kite Realty position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 300 Kite Realty shares in Q3 2022, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Kite Realty in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's Kite Realty position peaked at $72K in Q3 2018.
  • 289 funds tracked by Wall St. Rank held Kite Realty as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.