WealthPLAN Partners’s Kite Realty KRG Stock Holding History

WealthPLAN 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 Q3	–	Sell	-1,955	Closed	-$43.7K	–	755
2023 Q2	$43.7K	Buy	1,955 +249	+15%	+$5.13K	0.01%	532
2023 Q1	$35.7K	Buy	+1,706	New	+$35.9K	﹤0.01%	618

Other funds holding KRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

DLG

Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's KRG Position: Q3 2023 in Review

WealthPLAN Partners sold out of Kite Realty (KRG) in Q3 2023, closing a stake of 1,955 shares — an estimated $43.7K sold.

WealthPLAN Partners first reported a position in KRG in Q1 2023 and held it in 2 quarters. The position peaked at $43.7K in Q2 2023. 320 funds tracked by Wall St. Rank hold KRG as of Q3 2023.

WealthPLAN Partners reported no remaining Kite Realty position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,955 Kite Realty shares in Q3 2023, an estimated $43.7K.
WealthPLAN Partners first reported a position in Kite Realty in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Kite Realty position peaked at $43.7K in Q2 2023.
320 funds tracked by Wall St. Rank held Kite Realty as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.