Advisory Resource Group’s Kite Realty KRG Stock Holding History

Advisory Resource Group’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	–	Sell	-10,144	Closed	-$243K	–	181
2025 Q4	$243K	Hold	10,144	–	–	0.04%	156
2025 Q3	$226K	Hold	10,144	–	–	0.04%	163
2025 Q2	$230K	Hold	10,144	–	–	0.04%	161
2025 Q1	$227K	Hold	10,144	–	–	0.05%	156
2024 Q4	$256K	Hold	10,144	–	–	0.05%	146
2024 Q3	$269K	Hold	10,144	–	–	0.06%	143
2024 Q2	$227K	Hold	10,144	–	–	0.05%	146
2024 Q1	$220K	Hold	10,144	–	–	0.05%	153
2023 Q4	$232K	Hold	10,144	–	–	0.06%	141
2023 Q3	$217K	Hold	10,144	–	–	0.06%	146
2023 Q2	$227K	Buy	10,144 +13	+0.1%	+$268	0.06%	139
2023 Q1	$212K	Buy	10,131 +12	+0.1%	+$253	0.06%	143
2022 Q4	$213K	Buy	10,119 +14	+0.1%	+$285	0.06%	138
2022 Q3	$174K	Buy	10,105 +13	+0.1%	+$249	0.06%	130
2022 Q2	$174K	Buy	10,092 +10	+0.1%	+$207	0.06%	131
2022 Q1	$230K	Hold	10,082	–	–	0.07%	135
2021 Q4	$211K	Buy	10,082 +18	+0.2%	+$385	0.07%	141
2021 Q3	$205K	Buy	10,064 +9	+0.1%	+$183	0.08%	129
2021 Q2	$221K	Buy	10,055 +9	+0.1%	+$189	0.09%	124
2021 Q1	$194K	Buy	10,046 +9	+0.1%	+$163	0.09%	111
2020 Q4	$150K	Buy	10,037 +7	+0.1%	+$93	0.07%	102
2020 Q3	$116K	Buy	10,030 +5	+0%	+$55	0.07%	95
2020 Q2	$116K	Hold	10,025	–	–	0.07%	92
2020 Q1	$95K	Hold	10,025	–	–	0.07%	74
2019 Q4	$196K	Hold	10,025	–	–	0.11%	70
2019 Q3	$162K	Hold	10,025	–	–	0.09%	75
2019 Q2	$152K	Hold	10,025	–	–	0.08%	70
2019 Q1	$163K	Hold	10,025	–	–	0.09%	73
2018 Q4	$141K	Buy	+10,025	New	+$158K	0.09%	63

Other funds holding KRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

Advisory Resource Group's KRG Position: Q1 2026 in Review

Advisory Resource Group sold out of Kite Realty (KRG) in Q1 2026, closing a stake of 10,144 shares — an estimated $243K sold.

Advisory Resource Group first reported a position in KRG in Q4 2018 and held it in 29 quarters. The position peaked at $269K in Q3 2024. 373 funds tracked by Wall St. Rank hold KRG as of Q1 2026.

Advisory Resource Group reported no remaining Kite Realty position as of Q1 2026 after selling out during the quarter.
Advisory Resource Group sold 10,144 Kite Realty shares in Q1 2026, an estimated $243K.
Advisory Resource Group first reported a position in Kite Realty in Q4 2018 and held it in 29 quarters.
Advisory Resource Group's Kite Realty position peaked at $269K in Q3 2024.
373 funds tracked by Wall St. Rank held Kite Realty as of Q1 2026.

Based on Advisory Resource Group's 13F filing for Q1 2026, filed 15 May 2026.