Arete Wealth Advisors’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
14,855
+581
| +4% | +$13.1K | 0.02% | 526 |
|
|
2025
Q1 | $319K | Hold |
14,274
| – | – | 0.02% | 506 |
|
|
2024
Q4 | $360K | Hold |
14,274
| – | – | 0.03% | 508 |
|
|
2024
Q3 | $377K | Sell |
14,274
-264
| -2% | -$6.97K | 0.03% | 457 |
|
|
2024
Q2 | $323K | Buy |
14,538
+264
| +2% | +$5.87K | 0.03% | 518 |
|
|
2024
Q1 | $309K | Hold |
14,274
| – | – | 0.03% | 341 |
|
|
2023
Q4 | $326K | Sell |
14,274
-5,737
| -29% | -$131K | 0.02% | 533 |
|
|
2023
Q3 | $429K | Buy |
20,011
+3,821
| +24% | +$81.8K | 0.07% | 265 |
|
|
2023
Q2 | $362K | Buy |
16,190
+1,018
| +7% | +$22.8K | 0.03% | 438 |
|
|
2023
Q1 | $317K | Sell |
15,172
-186
| -1% | -$3.89K | 0.03% | 459 |
|
|
2022
Q4 | $323M | Buy |
15,358
+2,620
| +21% | +$55.2M | 0.03% | 436 |
|
|
2022
Q3 | $219K | Sell |
12,738
-2,620
| -17% | -$45K | 0.02% | 500 |
|
|
2022
Q2 | $266K | Hold |
15,358
| – | – | 0.03% | 360 |
|
|
2022
Q1 | $350K | Hold |
15,358
| – | – | 0.03% | 355 |
|
|
2021
Q4 | $337K | Buy |
+15,358
| New | +$337K | 0.03% | 365 |
|
|
2015
Q2 | – | Sell |
-7,206
| Closed | -$203K | – | 157 |
|
|
2015
Q1 | $203K | Buy |
7,206
+135
| +2% | +$3.8K | 0.13% | 131 |
|
|
2014
Q4 | $203K | Sell |
7,071
-3,519
| -33% | -$101K | 0.14% | 119 |
|
|
2014
Q3 | $257K | Buy |
+10,590
| New | +$257K | 0.19% | 95 |
|