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Sonora Investment Management’s Kite Realty KRG Stock Holding History

Sonora Investment 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
2015
Q4 		– Sell
-112
Closed -$3K – 980
2015
Q3 		$3K Buy
+112
New +$2.8K ﹤0.01% 890

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
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sonora Investment Management's KRG Position: Q4 2015 in Review

Sonora Investment Management sold out of Kite Realty (KRG) in Q4 2015, closing a stake of 112 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in KRG in Q3 2015 and held it in 1 quarter. The position peaked at $3K in Q3 2015. 215 funds tracked by Wall St. Rank hold KRG as of Q4 2015.

  • Sonora Investment Management reported no remaining Kite Realty position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 112 Kite Realty shares in Q4 2015, an estimated $3K.
  • Sonora Investment Management first reported a position in Kite Realty in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Kite Realty position peaked at $3K in Q3 2015.
  • 215 funds tracked by Wall St. Rank held Kite Realty as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.