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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
Q2 		$493K Buy
17,363
+1,156
+7% +$31.1K ﹤0.01% 987
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
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 $3.38T AUM 44.17% 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

Allworth Financial's KRG Position: Q2 2026 in Review

Allworth Financial increased its Kite Realty (KRG) stake by 7.1% in Q2 2026, buying an estimated $31.1K and bringing the position to 17,363 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Allworth Financial first reported a position in KRG in Q4 2021 and has held it in 19 quarters since. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Allworth Financial held 17,363 shares of Kite Realty worth $493K as of Q2 2026.
  • Allworth Financial bought 1,156 Kite Realty shares in Q2 2026, an estimated $31.1K.
  • Kite Realty made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #987 holding.
  • Allworth Financial first reported a position in Kite Realty in Q4 2021 and has held it in 19 quarters since.
  • 402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.