Valeo Financial Advisors’s Kite Realty KRG Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-107	Closed	-$2K	–	1210
2021 Q1	$2K	Hold	107	–	–	﹤0.01%	1800
2020 Q4	$2K	Hold	107	–	–	﹤0.01%	1524
2020 Q3	$1K	Sell	107 -3,050	-97%	-$33.6K	﹤0.01%	1489
2020 Q2	$36K	Hold	3,157	–	–	﹤0.01%	844
2020 Q1	$32K	Hold	3,157	–	–	﹤0.01%	747
2019 Q4	$62K	Hold	3,157	–	–	0.01%	571
2019 Q3	$51K	Hold	3,157	–	–	0.01%	595
2019 Q2	$48K	Hold	3,157	–	–	0.01%	614
2019 Q1	$50K	Buy	3,157 +3,050	+2,850%	+$48.3K	0.01%	552
2018 Q4	$2K	Hold	107	–	–	﹤0.01%	1288
2018 Q3	$2K	Hold	107	–	–	﹤0.01%	1479
2018 Q2	$2K	Hold	107	–	–	﹤0.01%	1353
2018 Q1	$2K	Hold	107	–	–	﹤0.01%	1334
2017 Q4	$2K	Hold	107	–	–	﹤0.01%	1188
2017 Q3	$2K	Buy	+107	New	+$2.15K	﹤0.01%	1022

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Valeo Financial Advisors's KRG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Kite Realty (KRG) in Q2 2021, closing a stake of 107 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in KRG in Q3 2017 and held it in 15 quarters. The position peaked at $62K in Q4 2019. 205 funds tracked by Wall St. Rank hold KRG as of Q2 2021.

Valeo Financial Advisors reported no remaining Kite Realty position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 107 Kite Realty shares in Q2 2021, an estimated $2K.
Valeo Financial Advisors first reported a position in Kite Realty in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Kite Realty position peaked at $62K in Q4 2019.
205 funds tracked by Wall St. Rank held Kite Realty as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.