RAFFA WEALTH MANAGEMENT, LLC’s Kite Realty KRG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2016 Q3	$1.16K	Buy	+42	New	+$1.21K	﹤0.01%	375
2016 Q1	$1.16K	Hold	42	–	–	﹤0.01%	361
2015 Q4	$1.09K	Buy	+42	New	+$1.09K	﹤0.01%	369
2015 Q2	$1.03K	Hold	42	–	–	﹤0.01%	386
2015 Q1	$1.18K	Hold	42	–	–	﹤0.01%	348
2014 Q4	$1.21K	Hold	42	–	–	﹤0.01%	317
2014 Q3	$1.02K	Buy	+42	New	+$1.06K	﹤0.01%	339
2014 Q1	–	Sell	-11	Closed	-$1.21K	–	511
2013 Q4	$1.21K	Buy	+11	New	+$280	﹤0.01%	317

Other funds holding KRG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's KRG Position: Q3 2016 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in Kite Realty (KRG) in Q3 2016: 42 shares worth $1.16K. The stake represents ﹤0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: RAFFA WEALTH MANAGEMENT, LLC previously reported a position in KRG as recently as Q1 2016.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in KRG in Q4 2013 and has held it in 8 quarters since. The position peaked at $1.21K in Q4 2014. 217 funds tracked by Wall St. Rank hold KRG as of Q3 2016.

RAFFA WEALTH MANAGEMENT, LLC held 42 shares of Kite Realty worth $1.16K as of Q3 2016.
Kite Realty was a new RAFFA WEALTH MANAGEMENT, LLC position in Q3 2016.
Kite Realty made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q3 2016, its #375 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Kite Realty in Q4 2013 and has held it in 8 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Kite Realty position peaked at $1.21K in Q4 2014.
217 funds tracked by Wall St. Rank held Kite Realty as of Q3 2016.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2016, filed 27 Jul 2026.