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Wealthspire Advisors (Maryland)’s Kite Realty KRG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-325
Closed -$5K – 1284
2019
Q1 		$5K Hold
325
– – ﹤0.01% 1828
2018
Q4 		$5K Hold
325
– – ﹤0.01% 1731
2018
Q3 		$5K Hold
325
– – ﹤0.01% 1805
2018
Q2 		$6K Buy
325
+265
+442% +$4.11K ﹤0.01% 1723
2018
Q1 		$1K Sell
60
-126
-68% -$2.04K ﹤0.01% 2352
2017
Q4 		$4K Buy
186
+172
+1,229% +$3.35K ﹤0.01% 1907
2017
Q3 		$0 Buy
+14
New +$281 ﹤0.01% 2359

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KRG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Kite Realty (KRG) in Q2 2019, closing a stake of 325 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in KRG in Q3 2017 and held it in 7 quarters. The position peaked at $6K in Q2 2018. 220 funds tracked by Wall St. Rank hold KRG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Kite Realty position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 325 Kite Realty shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Kite Realty in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Kite Realty position peaked at $6K in Q2 2018.
  • 220 funds tracked by Wall St. Rank held Kite Realty as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.