SkyOak Wealth’s Kite Realty KRG Stock Holding History

SkyOak 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
2025 Q1	–	Sell	-7,990	Closed	-$202K	–	259
2024 Q4	$202K	Hold	7,990	–	–	0.04%	241
2024 Q3	$212K	Sell	7,990 -7,157	-47%	-$178K	0.05%	216
2024 Q2	$339K	Hold	15,147	–	–	0.08%	154
2024 Q1	$328K	Sell	15,147 -1,414	-9%	-$30.4K	0.08%	173
2023 Q4	$379K	Sell	16,561 -1,246	-7%	-$26.6K	0.1%	142
2023 Q3	$381K	Hold	17,807	–	–	0.11%	131
2023 Q2	$398K	Hold	17,807	–	–	0.11%	137
2023 Q1	$373K	Hold	17,807	–	–	0.11%	140
2022 Q4	$375K	Hold	17,807	–	–	0.13%	134
2022 Q3	$307K	Hold	17,807	–	–	0.11%	149
2022 Q2	$308K	Sell	17,807 -623	-3%	-$12.9K	0.11%	155
2022 Q1	$420K	Hold	18,430	–	–	0.12%	145
2021 Q4	$401K	Buy	+18,430	New	+$394K	0.1%	148

Other funds holding KRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SkyOak Wealth's KRG Position: Q1 2025 in Review

SkyOak Wealth sold out of Kite Realty (KRG) in Q1 2025, closing a stake of 7,990 shares — an estimated $202K sold.

SkyOak Wealth first reported a position in KRG in Q4 2021 and held it in 13 quarters. The position peaked at $420K in Q1 2022. 359 funds tracked by Wall St. Rank hold KRG as of Q1 2025.

SkyOak Wealth reported no remaining Kite Realty position as of Q1 2025 after selling out during the quarter.
SkyOak Wealth sold 7,990 Kite Realty shares in Q1 2025, an estimated $202K.
SkyOak Wealth first reported a position in Kite Realty in Q4 2021 and held it in 13 quarters.
SkyOak Wealth's Kite Realty position peaked at $420K in Q1 2022.
359 funds tracked by Wall St. Rank held Kite Realty as of Q1 2025.

Based on SkyOak Wealth's 13F filing for Q1 2025, filed 1 May 2025.