WP
KRG icon

WealthShield Partners’s Kite Realty KRG Stock Holding History

WealthShield Partners’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
2021
Q3 		– Sell
-1,000
Closed -$22K – 501
2021
Q2 		$22K Hold
1,000
– – ﹤0.01% 638
2021
Q1 		$19K Buy
+1,000
New +$18.1K ﹤0.01% 674

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WealthShield Partners's KRG Position: Q3 2021 in Review

WealthShield Partners sold out of Kite Realty (KRG) in Q3 2021, closing a stake of 1,000 shares — an estimated $22K sold.

WealthShield Partners first reported a position in KRG in Q1 2021 and held it in 2 quarters. The position peaked at $22K in Q2 2021. 217 funds tracked by Wall St. Rank hold KRG as of Q3 2021.

  • WealthShield Partners reported no remaining Kite Realty position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,000 Kite Realty shares in Q3 2021, an estimated $22K.
  • WealthShield Partners first reported a position in Kite Realty in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Kite Realty position peaked at $22K in Q2 2021.
  • 217 funds tracked by Wall St. Rank held Kite Realty as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.