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Lenox Wealth Advisors’s Kite Realty KRG Stock Holding History

Lenox 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
Q1 		– Sell
-90
Closed -$2K – 887
2021
Q4 		$2K Buy
+90
New +$1.93K ﹤0.01% 731
2020
Q4 		– Sell
-1,000
Closed -$12K – 646
2020
Q3 		$12K Buy
+1,000
New +$11K ﹤0.01% 354

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fuller & Thaler Asset Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lenox Wealth Advisors's KRG Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Kite Realty (KRG) in Q1 2022, closing a stake of 90 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in KRG in Q3 2020 and held it in 2 quarters. The position peaked at $12K in Q3 2020. 315 funds tracked by Wall St. Rank hold KRG as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Kite Realty position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 90 Kite Realty shares in Q1 2022, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Kite Realty in Q3 2020 and held it in 2 quarters.
  • Lenox Wealth Advisors's Kite Realty position peaked at $12K in Q3 2020.
  • 315 funds tracked by Wall St. Rank held Kite Realty as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.