TCI Wealth Advisors’s Kite Realty KRG Stock Holding History

TCI 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
2023 Q2	–	Sell	-750	Closed	-$15.7K	–	1274
2023 Q1	$15.7K	Buy	750 +481	+179%	+$10.1K	﹤0.01%	834
2022 Q4	$5.66K	Hold	269	–	–	﹤0.01%	1436
2022 Q3	$5K	Hold	269	–	–	﹤0.01%	1474
2022 Q2	$5K	Sell	269 -211	-44%	-$4.36K	﹤0.01%	1499
2022 Q1	$11K	Hold	480	–	–	﹤0.01%	1043
2021 Q4	$10K	Buy	480 +274	+133%	+$5.86K	﹤0.01%	1170
2021 Q3	$4K	Buy	206 +70	+51%	+$1.42K	﹤0.01%	1769
2021 Q2	$3K	Buy	136 +29	+27%	+$610	﹤0.01%	1781
2021 Q1	$2K	Buy	+107	New	+$1.93K	﹤0.01%	1787
2020 Q2	–	Sell	-174	Closed	-$2K	–	1564
2020 Q1	$2K	Hold	174	–	–	﹤0.01%	1025
2019 Q4	$3K	Hold	174	–	–	﹤0.01%	1028
2019 Q3	$3K	Sell	174 -126	-42%	-$1.93K	﹤0.01%	962
2019 Q2	$5K	Hold	300	–	–	﹤0.01%	773
2019 Q1	$5K	Buy	300 +126	+72%	+$2K	﹤0.01%	796
2018 Q4	$2K	Buy	+174	New	+$2.74K	﹤0.01%	1010
2018 Q2	–	Sell	-123	Closed	-$2K	–	1551
2018 Q1	$2K	Buy	+123	New	+$1.99K	﹤0.01%	977

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

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

TCI Wealth Advisors's KRG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Kite Realty (KRG) in Q2 2023, closing a stake of 750 shares — an estimated $15.7K sold.

TCI Wealth Advisors first reported a position in KRG in Q1 2018 and held it in 16 quarters. The position peaked at $15.7K in Q1 2023. 308 funds tracked by Wall St. Rank hold KRG as of Q2 2023.

TCI Wealth Advisors reported no remaining Kite Realty position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 750 Kite Realty shares in Q2 2023, an estimated $15.7K.
TCI Wealth Advisors first reported a position in Kite Realty in Q1 2018 and held it in 16 quarters.
TCI Wealth Advisors's Kite Realty position peaked at $15.7K in Q1 2023.
308 funds tracked by Wall St. Rank held Kite Realty as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.