Allworth Financial’s Kite Realty KRG Stock Holding History

Allworth 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	$398K	Buy	16,207 +108	+0.7%	+$2.66K	﹤0.01%	1058
2025 Q4	$386K	Sell	16,099 -824	-5%	-$18.7K	﹤0.01%	1040
2025 Q3	$377K	Buy	16,923 +96	+0.6%	+$2.14K	﹤0.01%	1009
2025 Q2	$381K	Buy	16,827 +13,116	+353%	+$289K	﹤0.01%	921
2025 Q1	$81.2K	Buy	3,711 +120	+3%	+$2.74K	﹤0.01%	1333
2024 Q4	$82.7K	Buy	3,591 +61	+2%	+$1.6K	﹤0.01%	1348
2024 Q3	$93.7K	Buy	3,530 +8	+0.2%	+$199	﹤0.01%	1117
2024 Q2	$83.2K	Buy	3,522 +24	+0.7%	+$511	﹤0.01%	1145
2024 Q1	$75.8K	Buy	3,498 +12	+0.3%	+$258	﹤0.01%	1121
2023 Q4	$79.7K	Buy	3,486 +11	+0.3%	+$235	﹤0.01%	1027
2023 Q3	$74.4K	Buy	3,475 +11	+0.3%	+$249	﹤0.01%	986
2023 Q2	$77.4K	Sell	3,464 -815	-19%	-$16.8K	﹤0.01%	980
2023 Q1	$89.5K	Buy	4,279 +11	+0.3%	+$232	﹤0.01%	893
2022 Q4	$89.8K	Buy	4,268 +11	+0.3%	+$224	﹤0.01%	844
2022 Q3	$73K	Buy	4,257 +1,083	+34%	+$20.8K	﹤0.01%	850
2022 Q2	$55K	Buy	3,174 +8	+0.3%	+$165	﹤0.01%	872
2022 Q1	$72K	Buy	3,166 +359	+13%	+$7.82K	﹤0.01%	798
2021 Q4	$61K	Buy	+2,807	New	+$60.1K	﹤0.01%	789

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