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Dixon Hughes Goodman Wealth Advisors’s Kite Realty KRG Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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 		$7K Hold
311
– – ﹤0.01% 560
2021
Q4 		$7K Buy
+311
New +$6.65K ﹤0.01% 503

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fuller & Thaler Asset Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's KRG Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Kite Realty (KRG) position steady in Q1 2022 at 311 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Dixon Hughes Goodman Wealth Advisors first reported a position in KRG in Q4 2021 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold KRG as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 311 shares of Kite Realty worth $7K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Kite Realty share count unchanged in Q1 2022.
  • Kite Realty made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #560 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Kite Realty in Q4 2021 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held Kite Realty as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.