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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

KRG holding history

Kite Realty Group Trust in every 13F filed by SkyOak Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KRG overviewAll 13F holders of KRGFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2021
Holdings of KRG by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−7,990−100.0%Sold outHolders
Q4 20247,990$201.7K<0.1%00.0%UnchangedHolders
Q3 20247,990$212.2K<0.1%−7,157−47.3%ReducedHolders
Q2 202415,147$339.0K0.1%00.0%UnchangedHolders
Q1 202415,147$328.4K0.1%−1,414−8.5%ReducedHolders
Q4 202316,561$378.6K0.1%−1,246−7.0%ReducedHolders
Q3 202317,807$381.4K0.1%00.0%UnchangedHolders
Q2 202317,807$397.8K0.1%00.0%UnchangedHolders
Q1 202317,807$372.5K0.1%00.0%UnchangedHolders
Q4 202217,807$374.8K0.1%00.0%UnchangedHolders
Q3 202217,807$307.0K0.1%00.0%UnchangedHolders
Q2 202217,807$308.0K0.1%−623−3.4%ReducedHolders
Q1 202218,430$420.0K0.1%00.0%UnchangedHolders
Q4 202118,430$401.0K0.1%+18,430NewHolders