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Arete Wealth Advisors’s Kite Realty KRG Stock Holding History

Arete Wealth Advisors’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 		$372K Hold
13,095
– – 0.02% 310
2026
Q1 		$322K Sell
13,095
-1,760
-12% -$43.4K 0.02% 299
2025
Q4 		$356K Hold
14,855
– – 0.02% 327
2025
Q3 		$331K Hold
14,855
– – 0.02% 559
2025
Q2 		$336K Buy
14,855
+581
+4% +$12.8K 0.02% 526
2025
Q1 		$319K Hold
14,274
– – 0.02% 506
2024
Q4 		$360K Hold
14,274
– – 0.03% 508
2024
Q3 		$377K Sell
14,274
-264
-2% -$6.55K 0.03% 457
2024
Q2 		$323K Buy
14,538
+264
+2% +$5.63K 0.03% 518
2024
Q1 		$309K Hold
14,274
– – 0.03% 341
2023
Q4 		$326K Sell
14,274
-5,737
-29% -$122K 0.02% 533
2023
Q3 		$429K Buy
20,011
+3,821
+24% +$86.5K 0.07% 265
2023
Q2 		$362K Buy
16,190
+1,018
+7% +$21K 0.03% 438
2023
Q1 		$317K Sell
15,172
-186
-1% -$3.92K 0.03% 459
2022
Q4 		$323K Buy
15,358
+2,620
+21% +$53.4K 0.03% 436
2022
Q3 		$219K Sell
12,738
-2,620
-17% -$50.2K 0.02% 500
2022
Q2 		$266K Hold
15,358
– – 0.03% 360
2022
Q1 		$350K Hold
15,358
– – 0.03% 355
2021
Q4 		$337K Buy
+15,358
New +$329K 0.03% 365
2015
Q2 		– Sell
-7,206
Closed -$203K – 158
2015
Q1 		$203K Buy
7,206
+135
+2% +$3.92K 0.13% 132
2014
Q4 		$203K Sell
7,071
-3,519
-33% -$93.1K 0.14% 119
2014
Q3 		$257K Buy
+10,590
New +$268K 0.19% 96

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

Arete Wealth Advisors's KRG Position: Q2 2026 in Review

Arete Wealth Advisors held its Kite Realty (KRG) position steady in Q2 2026 at 13,095 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #310.

Arete Wealth Advisors first reported a position in KRG in Q3 2014 and has held it in 22 quarters since. The position peaked at $429K in Q3 2023. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Arete Wealth Advisors held 13,095 shares of Kite Realty worth $372K as of Q2 2026.
  • Arete Wealth Advisors left its Kite Realty share count unchanged in Q2 2026.
  • Kite Realty made up 0.02% of Arete Wealth Advisors's portfolio in Q2 2026, its #310 holding.
  • Arete Wealth Advisors first reported a position in Kite Realty in Q3 2014 and has held it in 22 quarters since.
  • Arete Wealth Advisors's Kite Realty position peaked at $429K in Q3 2023.
  • 402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.