AE Wealth Management’s Kite Realty KRG Stock Holding History

AE Wealth Management’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	$551K	Buy	22,429 +23	+0.1%	+$567	﹤0.01%	1063
2025 Q4	$537K	Sell	22,406 -17	-0.1%	-$386	﹤0.01%	1023
2025 Q3	$500K	Buy	22,423 +248	+1%	+$5.53K	﹤0.01%	978
2025 Q2	$502K	Sell	22,175 -512	-2%	-$11.3K	﹤0.01%	920
2025 Q1	$508K	Sell	22,687 -3,986	-15%	-$91.1K	﹤0.01%	919
2024 Q4	$673K	Buy	+26,673	New	+$702K	0.01%	813
2024 Q3	–	Sell	-20,480	Closed	-$458K	–	1287
2024 Q2	$458K	Buy	+20,480	New	+$436K	﹤0.01%	907
2024 Q1	–	Sell	-30,988	Closed	-$672K	–	1618
2023 Q4	$672K	Sell	30,988 -1,438	-4%	-$30.7K	﹤0.01%	1300
2023 Q3	$695K	Buy	32,426 +2,103	+7%	+$47.6K	﹤0.01%	1235
2023 Q2	$677K	Sell	30,323 -4,303	-12%	-$88.7K	﹤0.01%	1250
2023 Q1	$724K	Sell	34,626 -643	-2%	-$13.5K	﹤0.01%	1178
2022 Q4	$742K	Buy	35,269 +342	+1%	+$6.97K	0.01%	1114
2022 Q3	$601K	Sell	34,927 -3,582	-9%	-$68.6K	﹤0.01%	1154
2022 Q2	$666K	Buy	38,509 +10,482	+37%	+$217K	0.01%	1054
2022 Q1	$638K	Buy	28,027 +3,052	+12%	+$66.5K	﹤0.01%	1107
2021 Q4	$544K	Buy	+24,975	New	+$534K	﹤0.01%	1225

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