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Tyler-Stone Wealth Management’s Kite Realty KRG Stock Holding History

Tyler-Stone Wealth Management’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
Q4 		– Sell
-487
Closed -$8K – 884
2022
Q3 		$8K Hold
487
– – 0.01% 583
2022
Q2 		$8K Hold
487
– – 0.01% 595
2022
Q1 		$11K Hold
487
– – 0.01% 559
2021
Q4 		$11K Buy
+487
New +$10.4K 0.01% 596

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Tyler-Stone Wealth Management's KRG Position: Q4 2022 in Review

Tyler-Stone Wealth Management sold out of Kite Realty (KRG) in Q4 2022, closing a stake of 487 shares — an estimated $8K sold.

Tyler-Stone Wealth Management first reported a position in KRG in Q4 2021 and held it in 4 quarters. The position peaked at $11K in Q1 2022. 312 funds tracked by Wall St. Rank hold KRG as of Q4 2022.

  • Tyler-Stone Wealth Management reported no remaining Kite Realty position as of Q4 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 487 Kite Realty shares in Q4 2022, an estimated $8K.
  • Tyler-Stone Wealth Management first reported a position in Kite Realty in Q4 2021 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's Kite Realty position peaked at $11K in Q1 2022.
  • 312 funds tracked by Wall St. Rank held Kite Realty as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.