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Tradition Wealth Management’s Kite Realty KRG Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-2,486
Closed -$57K – 826
2023
Q4 		$57K Hold
2,486
– – 0.01% 595
2023
Q3 		$53K Hold
2,486
– – 0.01% 586
2023
Q2 		$56K Hold
2,486
– – 0.01% 595
2023
Q1 		$52K Hold
2,486
– – 0.01% 595
2022
Q4 		$52K Hold
2,486
– – 0.01% 514
2022
Q3 		$43K Hold
2,486
– – 0.01% 546
2022
Q2 		$43K Hold
2,486
– – 0.01% 490
2022
Q1 		$57K Hold
2,486
– – 0.01% 483
2021
Q4 		$54K Buy
+2,486
New +$53.2K 0.01% 512

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tradition Wealth Management's KRG Position: Q1 2024 in Review

Tradition Wealth Management sold out of Kite Realty (KRG) in Q1 2024, closing a stake of 2,486 shares — an estimated $57K sold.

Tradition Wealth Management first reported a position in KRG in Q4 2021 and held it in 9 quarters. The position peaked at $57K in Q4 2023. 339 funds tracked by Wall St. Rank hold KRG as of Q1 2024.

  • Tradition Wealth Management reported no remaining Kite Realty position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 2,486 Kite Realty shares in Q1 2024, an estimated $57K.
  • Tradition Wealth Management first reported a position in Kite Realty in Q4 2021 and held it in 9 quarters.
  • Tradition Wealth Management's Kite Realty position peaked at $57K in Q4 2023.
  • 339 funds tracked by Wall St. Rank held Kite Realty as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.