HHM Wealth Advisors’s Kite Realty KRG Stock Holding History

HHM 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 Q3	–	Sell	-690	Closed	-$12K	–	743
2022 Q2	$12K	Sell	690 -85	-11%	-$1.76K	﹤0.01%	504
2022 Q1	$18K	Buy	+775	New	+$16.9K	﹤0.01%	451

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

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

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

HHM Wealth Advisors's KRG Position: Q3 2022 in Review

HHM Wealth Advisors sold out of Kite Realty (KRG) in Q3 2022, closing a stake of 690 shares — an estimated $12K sold.

HHM Wealth Advisors first reported a position in KRG in Q1 2022 and held it in 2 quarters. The position peaked at $18K in Q1 2022. 289 funds tracked by Wall St. Rank hold KRG as of Q3 2022.

HHM Wealth Advisors reported no remaining Kite Realty position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 690 Kite Realty shares in Q3 2022, an estimated $12K.
HHM Wealth Advisors first reported a position in Kite Realty in Q1 2022 and held it in 2 quarters.
HHM Wealth Advisors's Kite Realty position peaked at $18K in Q1 2022.
289 funds tracked by Wall St. Rank held Kite Realty as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.