Raffa Wealth Management’s Kite Realty KRG Stock Holding History

Raffa 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
2017 Q1	–	Sell	-42	Closed	-$986	–	633
2016 Q4	$986	Hold	42	–	–	﹤0.01%	442
2016 Q3	$1.16K	Hold	42	–	–	﹤0.01%	375
2016 Q2	$1.18K	Hold	42	–	–	﹤0.01%	355
2016 Q1	$1.16K	Hold	42	–	–	﹤0.01%	361
2015 Q4	$1.09K	Hold	42	–	–	﹤0.01%	369
2015 Q3	$1K	Hold	42	–	–	﹤0.01%	383
2015 Q2	$1.03K	Hold	42	–	–	﹤0.01%	386
2015 Q1	$1.18K	Hold	42	–	–	﹤0.01%	348
2014 Q4	$1.21K	Hold	42	–	–	﹤0.01%	317
2014 Q3	$1.02K	Buy	+42	New	+$1.06K	﹤0.01%	339
2014 Q1	–	Sell	-11	Closed	-$1.21K	–	511
2013 Q4	$1.21K	Buy	+11	New	+$280	﹤0.01%	317

Other funds holding KRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

REMS

Real Estate Management Services $167M AUM 37.69% 1-Year Est. Return

Raffa Wealth Management's KRG Position: Q1 2017 in Review

Raffa Wealth Management sold out of Kite Realty (KRG) in Q1 2017, closing a stake of 42 shares — an estimated $986 sold.

Raffa Wealth Management first reported a position in KRG in Q4 2013 and held it in 11 quarters. The position peaked at $1.21K in Q4 2014. 234 funds tracked by Wall St. Rank hold KRG as of Q1 2017.

Raffa Wealth Management reported no remaining Kite Realty position as of Q1 2017 after selling out during the quarter.
Raffa Wealth Management sold 42 Kite Realty shares in Q1 2017, an estimated $986.
Raffa Wealth Management first reported a position in Kite Realty in Q4 2013 and held it in 11 quarters.
Raffa Wealth Management's Kite Realty position peaked at $1.21K in Q4 2014.
234 funds tracked by Wall St. Rank held Kite Realty as of Q1 2017.

Based on Raffa Wealth Management's 13F filing for Q1 2017, filed 27 Jul 2026.