Heritage Wealth Advisors’s Kite Realty KRG Stock Holding History

Heritage 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
2023 Q3	–	Sell	-90	Closed	-$2.01K	–	548
2023 Q2	$2.01K	Buy	+90	New	+$1.85K	﹤0.01%	502

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Cohen & Steers New York $57.6B AUM 8.03% 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

Heritage Wealth Advisors's KRG Position: Q3 2023 in Review

Heritage Wealth Advisors sold out of Kite Realty (KRG) in Q3 2023, closing a stake of 90 shares — an estimated $2.01K sold.

Heritage Wealth Advisors first reported a position in KRG in Q2 2023 and held it in 1 quarter. The position peaked at $2.01K in Q2 2023. 320 funds tracked by Wall St. Rank hold KRG as of Q3 2023.

Heritage Wealth Advisors reported no remaining Kite Realty position as of Q3 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 90 Kite Realty shares in Q3 2023, an estimated $2.01K.
Heritage Wealth Advisors first reported a position in Kite Realty in Q2 2023 and held it in 1 quarter.
Heritage Wealth Advisors's Kite Realty position peaked at $2.01K in Q2 2023.
320 funds tracked by Wall St. Rank held Kite Realty as of Q3 2023.

Based on Heritage Wealth Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.