Lake Point Wealth Management’s Kite Realty KRG Stock Holding History

Lake Point Wealth Management’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	-842	Closed	-$18K	–	449
2021 Q4	$18K	Buy	+842	New	+$18K	0.01%	129

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

Lake Point Wealth Management's KRG Position: Q1 2022 in Review

Lake Point Wealth Management sold out of Kite Realty (KRG) in Q1 2022, closing a stake of 842 shares — an estimated $18K sold.

Lake Point Wealth Management first reported a position in KRG in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 315 funds tracked by Wall St. Rank hold KRG as of Q1 2022.

Lake Point Wealth Management reported no remaining Kite Realty position as of Q1 2022 after selling out during the quarter.
Lake Point Wealth Management sold 842 Kite Realty shares in Q1 2022, an estimated $18K.
Lake Point Wealth Management first reported a position in Kite Realty in Q4 2021 and held it in 1 quarter.
Lake Point Wealth Management's Kite Realty position peaked at $18K in Q4 2021.
315 funds tracked by Wall St. Rank held Kite Realty as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.