SWC
KRG icon

Spectrum Wealth Counsel’s Kite Realty KRG Stock Holding History

Spectrum Wealth Counsel’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
-4,000
Closed -$101K – 384
2024
Q4 		$101K Buy
+4,000
New +$105K 0.01% 149

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

Spectrum Wealth Counsel's KRG Position: Q1 2025 in Review

Spectrum Wealth Counsel sold out of Kite Realty (KRG) in Q1 2025, closing a stake of 4,000 shares — an estimated $101K sold.

Spectrum Wealth Counsel first reported a position in KRG in Q4 2024 and held it in 1 quarter. The position peaked at $101K in Q4 2024. 359 funds tracked by Wall St. Rank hold KRG as of Q1 2025.

  • Spectrum Wealth Counsel reported no remaining Kite Realty position as of Q1 2025 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 4,000 Kite Realty shares in Q1 2025, an estimated $101K.
  • Spectrum Wealth Counsel first reported a position in Kite Realty in Q4 2024 and held it in 1 quarter.
  • Spectrum Wealth Counsel's Kite Realty position peaked at $101K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Kite Realty as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.