Westside Investment Management’s Kite Realty KRG Stock Holding History

Westside Investment 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 Q4	–	Sell	-249	Closed	-$6.61K	–	1002
2024 Q3	$6.61K	Hold	249	–	–	﹤0.01%	741
2024 Q2	$5.57K	Hold	249	–	–	﹤0.01%	744
2024 Q1	$5.4K	Hold	249	–	–	﹤0.01%	717
2023 Q4	$5.69K	Sell	249 -99	-28%	-$2.11K	﹤0.01%	680
2023 Q3	$7.46K	Hold	348	–	–	﹤0.01%	636
2023 Q2	$7.78K	Hold	348	–	–	﹤0.01%	637
2023 Q1	$7.28K	Hold	348	–	–	﹤0.01%	644
2022 Q4	$7	Hold	348	–	–	﹤0.01%	651
2022 Q3	$5	Hold	348	–	–	﹤0.01%	685
2022 Q2	$6	Hold	348	–	–	﹤0.01%	661
2022 Q1	$7	Hold	348	–	–	﹤0.01%	650
2021 Q4	$7	Buy	+348	New	+$7.45K	﹤0.01%	628

Other funds holding KRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Westside Investment Management's KRG Position: Q4 2024 in Review

Westside Investment Management sold out of Kite Realty (KRG) in Q4 2024, closing a stake of 249 shares — an estimated $6.61K sold.

Westside Investment Management first reported a position in KRG in Q4 2021 and held it in 12 quarters. The position peaked at $7.78K in Q2 2023. 372 funds tracked by Wall St. Rank hold KRG as of Q4 2024.

Westside Investment Management reported no remaining Kite Realty position as of Q4 2024 after selling out during the quarter.
Westside Investment Management sold 249 Kite Realty shares in Q4 2024, an estimated $6.61K.
Westside Investment Management first reported a position in Kite Realty in Q4 2021 and held it in 12 quarters.
Westside Investment Management's Kite Realty position peaked at $7.78K in Q2 2023.
372 funds tracked by Wall St. Rank held Kite Realty as of Q4 2024.

Based on Westside Investment Management's 13F filing for Q4 2024, filed 17 Jan 2025.