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Disclosery

Grassi Investment Management: KRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grassi Investment Management on KRE, newest first. How the timeline and the estimate are built.

Grassi Investment Management held 5,250 KRE shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 5,250 shares
    Change vs previous 13F -550 shares

    0.02% of the 13F portfolio, value $312,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 5,800 shares
    Change vs previous 13F -2,000 shares

    0.03% of the 13F portfolio, value $330,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F/A 7,800 shares
    Change vs previous 13F -24,295 shares

    0.04% of the 13F portfolio, value $471,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 32,095 shares
    Change vs previous 13F -6,250 shares

    0.16% of the 13F portfolio, value $1,817,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 38,345 shares
    Change vs previous 13F -4,600 shares

    0.17% of the 13F portfolio, value $1,883,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 42,945 shares
    Change vs previous 13F +2,730 shares

    0.2% of the 13F portfolio, value $2,159,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 40,215 shares
    Change vs previous 13F -62,450 shares

    0.22% of the 13F portfolio, value $2,108,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 102,665 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,288,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).