Wealth Enhancement Advisory Services
KRG icon

Wealth Enhancement Advisory Services’s Kite Realty KRG Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q2 		$1.9M Buy
67,063
+10,764
+19% +$289K ﹤0.01% 1606
2026
Q1 		$1.39M Sell
56,299
-12,899
-19% -$318K ﹤0.01% 1596
2025
Q4 		$1.66M Buy
69,198
+1,905
+3% +$43.2K ﹤0.01% 1622
2025
Q3 		$1.49M Buy
67,293
+1,268
+2% +$28.3K ﹤0.01% 1622
2025
Q2 		$1.52M Buy
66,025
+40,722
+161% +$897K ﹤0.01% 1503
2025
Q1 		$566K Buy
25,303
+391
+2% +$8.94K ﹤0.01% 1970
2024
Q4 		$629K Buy
24,912
+3,393
+16% +$89.3K ﹤0.01% 1824
2024
Q3 		$572K Buy
21,519
+147
+0.7% +$3.65K ﹤0.01% 1739
2024
Q2 		$478K Buy
21,372
+2,916
+16% +$62.1K ﹤0.01% 1675
2024
Q1 		$400K Sell
18,456
-412
-2% -$8.86K ﹤0.01% 1718
2023
Q4 		$431K Sell
18,868
-28
-0.1% -$598 ﹤0.01% 1604
2023
Q3 		$405K Buy
+18,896
New +$428K ﹤0.01% 1558

Other funds holding KRG

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return