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Advocate Investing Services’s Kite Realty KRG Stock Holding History

Advocate Investing 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 		$85.1K Hold
3,000
– – 0.07% 135
2026
Q1 		$73.7K Hold
3,000
– – 0.06% 132
2025
Q4 		$71.9K Buy
+3,000
New +$68.1K 0.06% 124

Other funds holding KRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advocate Investing Services's KRG Position: Q2 2026 in Review

Advocate Investing Services held its Kite Realty (KRG) position steady in Q2 2026 at 3,000 shares worth $85.1K. The position accounts for 0.07% of the portfolio, ranked #135.

Advocate Investing Services first reported a position in KRG in Q4 2025 and has held it in 3 quarters since. 400 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Advocate Investing Services held 3,000 shares of Kite Realty worth $85.1K as of Q2 2026.
  • Advocate Investing Services left its Kite Realty share count unchanged in Q2 2026.
  • Kite Realty made up 0.07% of Advocate Investing Services's portfolio in Q2 2026, its #135 holding.
  • Advocate Investing Services first reported a position in Kite Realty in Q4 2025 and has held it in 3 quarters since.
  • 400 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.