SFG
KRG icon

Steward Financial Group’s Kite Realty KRG Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+116
New +$2.63K ﹤0.01% 1002
2023
Q2 		– Sell
-116
Closed -$2K – 750
2023
Q1 		$2K Buy
+116
New +$2.44K ﹤0.01% 500

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's KRG Position: Q3 2023 in Review

Steward Financial Group opened a new position in Kite Realty (KRG) in Q3 2023: 116 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1002 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in KRG as recently as Q1 2023.

Steward Financial Group first reported a position in KRG in Q1 2023 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold KRG as of Q3 2023.

  • Steward Financial Group held 116 shares of Kite Realty worth $2K as of Q3 2023.
  • Kite Realty was a new Steward Financial Group position in Q3 2023.
  • Kite Realty made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1002 holding.
  • Steward Financial Group first reported a position in Kite Realty in Q1 2023 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held Kite Realty as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.