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Regal Investment Advisors’s Kite Realty KRG Stock Holding History

Regal Investment Advisors’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
2015
Q3 		– Sell
-101
Closed -$2K – 1073
2015
Q2 		$2K Hold
101
– – ﹤0.01% 846
2015
Q1 		$3K Hold
101
– – ﹤0.01% 875
2014
Q4 		$3K Sell
101
-3,598
-97% -$95.2K ﹤0.01% 813
2014
Q3 		$90K Buy
+3,699
New +$93.7K 0.03% 319

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Regal Investment Advisors's KRG Position: Q3 2015 in Review

Regal Investment Advisors sold out of Kite Realty (KRG) in Q3 2015, closing a stake of 101 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in KRG in Q3 2014 and held it in 4 quarters. The position peaked at $90K in Q3 2014. 204 funds tracked by Wall St. Rank hold KRG as of Q3 2015.

  • Regal Investment Advisors reported no remaining Kite Realty position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 101 Kite Realty shares in Q3 2015, an estimated $2K.
  • Regal Investment Advisors first reported a position in Kite Realty in Q3 2014 and held it in 4 quarters.
  • Regal Investment Advisors's Kite Realty position peaked at $90K in Q3 2014.
  • 204 funds tracked by Wall St. Rank held Kite Realty as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.