Investmark Advisory Group’s Kite Realty KRG Stock Holding History

Investmark Advisory Group’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	-3,450	Closed	-$75K	–	247
2021 Q4	$75K	Buy	+3,450	New	+$73.8K	0.07%	133

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

Investmark Advisory Group's KRG Position: Q1 2022 in Review

Investmark Advisory Group sold out of Kite Realty (KRG) in Q1 2022, closing a stake of 3,450 shares — an estimated $75K sold.

Investmark Advisory Group first reported a position in KRG in Q4 2021 and held it in 1 quarter. The position peaked at $75K in Q4 2021. 315 funds tracked by Wall St. Rank hold KRG as of Q1 2022.

Investmark Advisory Group reported no remaining Kite Realty position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 3,450 Kite Realty shares in Q1 2022, an estimated $75K.
Investmark Advisory Group first reported a position in Kite Realty in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's Kite Realty position peaked at $75K in Q4 2021.
315 funds tracked by Wall St. Rank held Kite Realty as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.