Certified Advisory Corp’s Kite Realty KRG Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-3,977	Closed	-$77K	–	496
2021 Q1	$77K	Buy	+3,977	New	+$71.9K	0.02%	287
2020 Q2	$50K	Hold	4,347	–	–	0.02%	307
2020 Q1	$41K	Sell	4,347 -120	-3%	-$1.92K	0.02%	309
2019 Q4	$87K	Hold	4,467	–	–	0.03%	242
2019 Q3	$72K	Hold	4,467	–	–	0.03%	270
2019 Q2	$68K	Hold	4,467	–	–	0.03%	274
2019 Q1	$71K	Hold	4,467	–	–	0.03%	258
2018 Q4	$63K	Hold	4,467	–	–	0.03%	245
2018 Q3	$74K	Hold	4,467	–	–	0.03%	239
2018 Q2	$76K	Hold	4,467	–	–	0.04%	229
2018 Q1	$68K	Sell	4,467 -2,567	-36%	-$41.5K	0.04%	233
2017 Q4	$137K	Buy	+7,034	New	+$137K	0.1%	141

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Certified Advisory Corp's KRG Position: Q2 2021 in Review

Certified Advisory Corp sold out of Kite Realty (KRG) in Q2 2021, closing a stake of 3,977 shares — an estimated $77K sold.

Certified Advisory Corp first reported a position in KRG in Q4 2017 and held it in 12 quarters. The position peaked at $137K in Q4 2017. 205 funds tracked by Wall St. Rank hold KRG as of Q2 2021.

Certified Advisory Corp reported no remaining Kite Realty position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 3,977 Kite Realty shares in Q2 2021, an estimated $77K.
Certified Advisory Corp first reported a position in Kite Realty in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Kite Realty position peaked at $137K in Q4 2017.
205 funds tracked by Wall St. Rank held Kite Realty as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.