TFO Wealth Partners’s Kite Realty KRG Stock Holding History

TFO Wealth Partners’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 Q1	–	Sell	-3	Closed	-$785	–	878
2022 Q4	$785	Buy	+3	New	+$61	﹤0.01%	407

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

TFO Wealth Partners's KRG Position: Q1 2023 in Review

TFO Wealth Partners sold out of Kite Realty (KRG) in Q1 2023, closing a stake of 3 shares — an estimated $785 sold.

TFO Wealth Partners first reported a position in KRG in Q4 2022 and held it in 1 quarter. The position peaked at $785 in Q4 2022. 300 funds tracked by Wall St. Rank hold KRG as of Q1 2023.

TFO Wealth Partners reported no remaining Kite Realty position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 3 Kite Realty shares in Q1 2023, an estimated $785.
TFO Wealth Partners first reported a position in Kite Realty in Q4 2022 and held it in 1 quarter.
TFO Wealth Partners's Kite Realty position peaked at $785 in Q4 2022.
300 funds tracked by Wall St. Rank held Kite Realty as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.