Naviter Wealth’s Kite Realty KRG Stock Holding History

Naviter Wealth’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	-35,551	Closed	-$615K	–	192
2022 Q2	$615K	Sell	35,551 -1,663	-4%	-$34.4K	0.25%	99
2022 Q1	$847K	Sell	37,214 -1,385	-4%	-$30.2K	0.28%	56
2021 Q4	$841K	Buy	+38,599	New	+$826K	0.25%	60

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

Naviter Wealth's KRG Position: Q3 2022 in Review

Naviter Wealth sold out of Kite Realty (KRG) in Q3 2022, closing a stake of 35,551 shares — an estimated $615K sold.

Naviter Wealth first reported a position in KRG in Q4 2021 and held it in 3 quarters. The position peaked at $847K in Q1 2022. 289 funds tracked by Wall St. Rank hold KRG as of Q3 2022.

Naviter Wealth reported no remaining Kite Realty position as of Q3 2022 after selling out during the quarter.
Naviter Wealth sold 35,551 Kite Realty shares in Q3 2022, an estimated $615K.
Naviter Wealth first reported a position in Kite Realty in Q4 2021 and held it in 3 quarters.
Naviter Wealth's Kite Realty position peaked at $847K in Q1 2022.
289 funds tracked by Wall St. Rank held Kite Realty as of Q3 2022.

Based on Naviter Wealth's 13F filing for Q3 2022, filed 27 Oct 2022.