Systematic Financial Management’s Kite Realty KRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.7M	Sell	885,797 -25,969	-3%	-$640K	0.5%	78
2025 Q4	$21.9M	Buy	911,766 +9,421	+1%	+$214K	0.52%	78
2025 Q3	$20.1M	Buy	902,345 +98,326	+12%	+$2.19M	0.49%	82
2025 Q2	$18.2M	Buy	804,019 +11,075	+1%	+$244K	0.49%	85
2025 Q1	$17.7M	Sell	792,944 -1,743	-0.2%	-$39.9K	0.51%	83
2024 Q4	$20.1M	Buy	794,687 +30,272	+4%	+$796K	0.51%	86
2024 Q3	$20.3M	Buy	764,415 +75,840	+11%	+$1.88M	0.52%	87
2024 Q2	$15.4M	Buy	688,575 +174,797	+34%	+$3.72M	0.47%	96
2024 Q1	$11.1M	Buy	+513,778	New	+$11.1M	0.31%	119
2019 Q3	–	Sell	-57,045	Closed	-$863K	–	600
2019 Q2	$863K	Sell	57,045 -19,320	-25%	-$305K	0.03%	418
2019 Q1	$1.22M	Sell	76,365 -975	-1%	-$15.4K	0.04%	383
2018 Q4	$1.09M	Sell	77,340 -4,965	-6%	-$78.1K	0.03%	432
2018 Q3	$1.37M	Sell	82,305 -6,535	-7%	-$111K	0.03%	417
2018 Q2	$1.52M	Sell	88,840 -7,585	-8%	-$118K	0.04%	318
2018 Q1	$1.47M	Buy	96,425 +27,405	+40%	+$444K	0.03%	312
2017 Q4	$1.35M	Sell	69,020 -5,205	-7%	-$101K	0.03%	477
2017 Q3	$1.5M	Sell	74,225 -15,380	-17%	-$308K	0.03%	428
2017 Q2	$1.7M	Buy	+89,605	New	+$1.76M	0.03%	445
2013 Q4	–	Sell	-62,551	Closed	-$1.48M	–	670
2013 Q3	$1.48M	Sell	62,551 -2,174	-3%	-$51.1K	0.01%	495
2013 Q2	$1.56M	Buy	+64,725	New	+$1.64M	0.01%	393