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Retirement Guys Formula’s Kite Realty KRG Stock Holding History

Retirement Guys Formula’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
2025
Q1 		– Sell
-11,903
Closed -$300K – 154
2024
Q4 		$300K Buy
+11,903
New +$313K 0.15% 104
2024
Q3 		– Sell
-11,903
Closed -$266K – 134
2024
Q2 		$266K Hold
11,903
– – 0.13% 112
2024
Q1 		$22.4K Hold
11,903
– – 0.01% 122
2023
Q4 		$23.1K Hold
11,903
– – 0.01% 126
2023
Q3 		$22.3K Buy
11,903
+290
+2% +$6.57K 0.02% 119
2023
Q2 		$11.6K Hold
11,613
– – 0.01% 122
2023
Q1 		$11.6K Hold
11,613
– – 0.01% 122
2022
Q4 		$11.6K Hold
11,613
– – 0.01% 117
2022
Q3 		$12K Hold
11,613
– – 0.01% 121
2022
Q2 		$12K Hold
11,613
– – 0.01% 125
2022
Q1 		$12K Buy
+11,613
New +$253K 0.01% 133

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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Retirement Guys Formula's KRG Position: Q1 2025 in Review

Retirement Guys Formula sold out of Kite Realty (KRG) in Q1 2025, closing a stake of 11,903 shares — an estimated $300K sold.

Retirement Guys Formula first reported a position in KRG in Q1 2022 and held it in 11 quarters. The position peaked at $300K in Q4 2024. 359 funds tracked by Wall St. Rank hold KRG as of Q1 2025.

  • Retirement Guys Formula reported no remaining Kite Realty position as of Q1 2025 after selling out during the quarter.
  • Retirement Guys Formula sold 11,903 Kite Realty shares in Q1 2025, an estimated $300K.
  • Retirement Guys Formula first reported a position in Kite Realty in Q1 2022 and held it in 11 quarters.
  • Retirement Guys Formula's Kite Realty position peaked at $300K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Kite Realty as of Q1 2025.

Based on Retirement Guys Formula's 13F filing for Q1 2025, filed 23 Apr 2025.