Summit Securities Group’s Kite Realty KRG Stock Holding History

Summit Securities 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
2022 Q4	–	Sell	-1	Closed	–	–	1263
2022 Q3	$0	Buy	+1	New	+$19	﹤0.01%	1051

Other funds holding KRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

DLG

Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return

Summit Securities Group's KRG Position: Q4 2022 in Review

Summit Securities Group sold out of Kite Realty (KRG) in Q4 2022, closing a stake of 1 share.

Summit Securities Group first reported a position in KRG in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 312 funds tracked by Wall St. Rank hold KRG as of Q4 2022.

Summit Securities Group reported no remaining Kite Realty position as of Q4 2022 after selling out during the quarter.
Summit Securities Group sold 1 Kite Realty share in Q4 2022.
Summit Securities Group first reported a position in Kite Realty in Q3 2022 and held it in 1 quarter.
Summit Securities Group's Kite Realty position peaked at $0 in Q3 2022.
312 funds tracked by Wall St. Rank held Kite Realty as of Q4 2022.

Based on Summit Securities Group's 13F filing for Q4 2022, filed 13 Feb 2023.