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Retirement Planning Company of New England’s Kite Realty KRG Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-3,230
Closed -$70K – 581
2021
Q4 		$70K Buy
+3,230
New +$69.1K 0.03% 358

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Retirement Planning Company of New England's KRG Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Kite Realty (KRG) in Q1 2022, closing a stake of 3,230 shares — an estimated $70K sold.

Retirement Planning Company of New England first reported a position in KRG in Q4 2021 and held it in 1 quarter. The position peaked at $70K in Q4 2021. 315 funds tracked by Wall St. Rank hold KRG as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Kite Realty position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 3,230 Kite Realty shares in Q1 2022, an estimated $70K.
  • Retirement Planning Company of New England first reported a position in Kite Realty in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Kite Realty position peaked at $70K in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Kite Realty as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.