Evoke Wealth’s Kite Realty KRG Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-423	Closed	-$7K	–	788
2022 Q3	$7K	Hold	423	–	–	﹤0.01%	824
2022 Q2	$7K	Hold	423	–	–	﹤0.01%	834
2022 Q1	$10K	Hold	423	–	–	﹤0.01%	772
2021 Q4	$9K	Buy	423 +204	+93%	+$4.37K	﹤0.01%	807
2021 Q3	$4K	Hold	219	–	–	﹤0.01%	889
2021 Q2	$5K	Hold	219	–	–	﹤0.01%	879
2021 Q1	$4K	Hold	219	–	–	﹤0.01%	893
2020 Q4	$3K	Hold	219	–	–	﹤0.01%	825
2020 Q3	$3K	Hold	219	–	–	﹤0.01%	777
2020 Q2	$3K	Buy	+219	New	+$2.2K	﹤0.01%	796

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Evoke Wealth's KRG Position: Q4 2022 in Review

Evoke Wealth sold out of Kite Realty (KRG) in Q4 2022, closing a stake of 423 shares — an estimated $7K sold.

Evoke Wealth first reported a position in KRG in Q2 2020 and held it in 10 quarters. The position peaked at $10K in Q1 2022. 312 funds tracked by Wall St. Rank hold KRG as of Q4 2022.

Evoke Wealth reported no remaining Kite Realty position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 423 Kite Realty shares in Q4 2022, an estimated $7K.
Evoke Wealth first reported a position in Kite Realty in Q2 2020 and held it in 10 quarters.
Evoke Wealth's Kite Realty position peaked at $10K in Q1 2022.
312 funds tracked by Wall St. Rank held Kite Realty as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.