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Prospera Financial Services’s Kite Realty KRG Stock Holding History

Prospera Financial Services’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
-3,488
Closed -$60K – 1254
2022
Q2 		$60K Sell
3,488
-22
-0.6% -$455 ﹤0.01% 1001
2022
Q1 		$80K Buy
+3,510
New +$76.4K ﹤0.01% 1190

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
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

Prospera Financial Services's KRG Position: Q3 2022 in Review

Prospera Financial Services sold out of Kite Realty (KRG) in Q3 2022, closing a stake of 3,488 shares — an estimated $60K sold.

Prospera Financial Services first reported a position in KRG in Q1 2022 and held it in 2 quarters. The position peaked at $80K in Q1 2022. 289 funds tracked by Wall St. Rank hold KRG as of Q3 2022.

  • Prospera Financial Services reported no remaining Kite Realty position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 3,488 Kite Realty shares in Q3 2022, an estimated $60K.
  • Prospera Financial Services first reported a position in Kite Realty in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Kite Realty position peaked at $80K in Q1 2022.
  • 289 funds tracked by Wall St. Rank held Kite Realty as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.