Cornerstone Advisory’s Kite Realty KRG Stock Holding History

Cornerstone Advisory’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
2022 Q1	–	Sell	-623	Closed	-$14K	–	510
2021 Q4	$14K	Buy	+623	New	+$13.3K	﹤0.01%	573

Other funds holding KRG

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

DLG

Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cornerstone Advisory's KRG Position: Q1 2022 in Review

Cornerstone Advisory sold out of Kite Realty (KRG) in Q1 2022, closing a stake of 623 shares — an estimated $14K sold.

Cornerstone Advisory first reported a position in KRG in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 315 funds tracked by Wall St. Rank hold KRG as of Q1 2022.

Cornerstone Advisory reported no remaining Kite Realty position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 623 Kite Realty shares in Q1 2022, an estimated $14K.
Cornerstone Advisory first reported a position in Kite Realty in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's Kite Realty position peaked at $14K in Q4 2021.
315 funds tracked by Wall St. Rank held Kite Realty as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.