Advisornet Financial’s Kite Realty KRG Stock Holding History

Advisornet Financial’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 Q1	$18.8K	Hold	765	–	–	﹤0.01%	1356
2025 Q4	$18.3K	Hold	765	–	–	﹤0.01%	1361
2025 Q3	$17.1K	Buy	765 +9	+1%	+$201	﹤0.01%	1357
2025 Q2	$17.1K	Buy	756 +17	+2%	+$374	﹤0.01%	1328
2025 Q1	$16.5K	Buy	739 +9	+1%	+$206	﹤0.01%	1264
2024 Q4	$18.4K	Buy	730 +7	+1%	+$184	﹤0.01%	1171
2024 Q3	$19.2K	Buy	723 +8	+1%	+$199	﹤0.01%	1209
2024 Q2	$16K	Hold	715	–	–	﹤0.01%	1171
2024 Q1	$15.5K	Sell	715 -25	-3%	-$538	﹤0.01%	1155
2023 Q4	$16.9K	Buy	740 +25	+3%	+$534	﹤0.01%	1144
2023 Q3	$15.3K	Hold	715	–	–	﹤0.01%	1123
2023 Q2	$16K	Hold	715	–	–	﹤0.01%	1179
2023 Q1	$15K	Hold	715	–	–	﹤0.01%	1172
2022 Q4	$15.1K	Hold	715	–	–	﹤0.01%	1157
2022 Q3	$12K	Hold	715	–	–	﹤0.01%	1288
2022 Q2	$12K	Hold	715	–	–	﹤0.01%	1292
2022 Q1	$16K	Hold	715	–	–	﹤0.01%	1315
2021 Q4	$16K	Buy	+715	New	+$15.3K	﹤0.01%	1351

Other funds holding KRG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management

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