RCA
KRG icon

Rowland Carmichael Advisors’s Kite Realty KRG Stock Holding History

Rowland Carmichael 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
2018
Q4 		– Sell
-13,000
Closed -$216K – 336
2018
Q3 		$216K Hold
13,000
– – 0.08% 253
2018
Q2 		$222K Hold
13,000
– – 0.09% 251
2018
Q1 		$198K Hold
13,000
– – 0.11% 238
2017
Q4 		$255K Buy
13,000
+2,000
+18% +$38.9K 0.13% 209
2017
Q3 		$223K Hold
11,000
– – 0.12% 215
2017
Q2 		$208K Hold
11,000
– – 0.12% 213
2017
Q1 		$237K Hold
11,000
– – 0.14% 193
2016
Q4 		$258K Hold
11,000
– – 0.15% 185
2016
Q3 		$305K Hold
11,000
– – 0.19% 153
2016
Q2 		$308K Buy
+11,000
New +$301K 0.19% 151

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rowland Carmichael Advisors's KRG Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of Kite Realty (KRG) in Q4 2018, closing a stake of 13,000 shares — an estimated $216K sold.

Rowland Carmichael Advisors first reported a position in KRG in Q2 2016 and held it in 10 quarters. The position peaked at $308K in Q2 2016. 233 funds tracked by Wall St. Rank hold KRG as of Q4 2018.

  • Rowland Carmichael Advisors reported no remaining Kite Realty position as of Q4 2018 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 13,000 Kite Realty shares in Q4 2018, an estimated $216K.
  • Rowland Carmichael Advisors first reported a position in Kite Realty in Q2 2016 and held it in 10 quarters.
  • Rowland Carmichael Advisors's Kite Realty position peaked at $308K in Q2 2016.
  • 233 funds tracked by Wall St. Rank held Kite Realty as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.