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Sutton Wealth Advisors’s Kite Realty KRG Stock Holding History

Sutton 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
Q3 		– Sell
-30
Closed -$575 – 1686
2022
Q2 		$519 Hold
30
– – ﹤0.01% 1445
2022
Q1 		$683 Hold
30
– – ﹤0.01% 1434
2021
Q4 		$653 Sell
30
-830
-97% -$17.8K ﹤0.01% 1442
2021
Q3 		$17.5K Hold
860
– – 0.01% 738
2021
Q2 		$18.9K Hold
860
– – 0.01% 724
2021
Q1 		$16.6K Hold
860
– – 0.01% 724
2020
Q4 		$12.9K Buy
+860
New +$11.4K 0.01% 744
2020
Q3 		– Sell
-429
Closed -$4.95K – 1233
2020
Q2 		$4.95K Sell
429
-1,814
-81% -$18.2K ﹤0.01% 893
2020
Q1 		$21.2K Buy
2,243
+95
+4% +$1.52K 0.01% 461
2019
Q4 		$42K Hold
2,148
– – 0.02% 360
2019
Q3 		$34.7K Hold
2,148
– – 0.02% 403
2019
Q2 		$32.5K Hold
2,148
– – 0.02% 427
2019
Q1 		$34.3K Hold
2,148
– – 0.02% 395
2018
Q4 		$30.3K Hold
2,148
– – 0.02% 391
2018
Q3 		$35.8K Hold
2,148
– – 0.02% 376
2018
Q2 		$36.7K Hold
2,148
– – 0.03% 375
2018
Q1 		$32.7K Buy
2,148
+1,052
+96% +$17K 0.02% 391
2017
Q4 		$21.5K Hold
1,096
– – 0.02% 530
2017
Q3 		$22.2K Sell
1,096
-273
-20% -$5.47K 0.02% 514
2017
Q2 		$25.9K Sell
1,369
-214
-14% -$4.2K 0.02% 446
2017
Q1 		$34K Buy
1,583
+1,369
+640% +$31.1K 0.03% 342
2016
Q4 		$5.03K Sell
214
-1,104
-84% -$27.3K ﹤0.01% 846
2016
Q3 		$36.5K Hold
1,318
– – 0.03% 307
2016
Q2 		$36.9K Hold
1,318
– – 0.03% 291
2016
Q1 		$36.5K Buy
+1,318
New +$35K 0.03% 299

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sutton Wealth Advisors's KRG Position: Q3 2022 in Review

Sutton Wealth Advisors sold out of Kite Realty (KRG) in Q3 2022, closing a stake of 30 shares — an estimated $575 sold.

Sutton Wealth Advisors first reported a position in KRG in Q1 2016 and held it in 25 quarters. The position peaked at $42K in Q4 2019. 289 funds tracked by Wall St. Rank hold KRG as of Q3 2022.

  • Sutton Wealth Advisors reported no remaining Kite Realty position as of Q3 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 30 Kite Realty shares in Q3 2022, an estimated $575.
  • Sutton Wealth Advisors first reported a position in Kite Realty in Q1 2016 and held it in 25 quarters.
  • Sutton Wealth Advisors's Kite Realty position peaked at $42K in Q4 2019.
  • 289 funds tracked by Wall St. Rank held Kite Realty as of Q3 2022.

Based on Sutton Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2023.