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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
Q1 		$322K Sell
13,095
-1,760
-12% -$43.4K 0.02% 299
2025
Q4 		$356K Hold
14,855
– – 0.02% 537
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 		$323M 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 $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIM
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 $1.56T AUM 27.86% 1-Year Est. Return
NAMI
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

Arete Wealth Advisors's KRG Position: Q1 2026 in Review

Arete Wealth Advisors reduced its Kite Realty (KRG) stake by 12% in Q1 2026, selling an estimated $43.4K and leaving 13,095 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #299.

Arete Wealth Advisors first reported a position in KRG in Q3 2014 and has held it in 21 quarters since. The position peaked at $323M in Q4 2022. 373 funds tracked by Wall St. Rank hold KRG as of Q1 2026.

  • Arete Wealth Advisors held 13,095 shares of Kite Realty worth $322K as of Q1 2026.
  • Arete Wealth Advisors sold 1,760 Kite Realty shares in Q1 2026, an estimated $43.4K.
  • Kite Realty made up 0.02% of Arete Wealth Advisors's portfolio in Q1 2026, its #299 holding.
  • Arete Wealth Advisors first reported a position in Kite Realty in Q3 2014 and has held it in 21 quarters since.
  • Arete Wealth Advisors's Kite Realty position peaked at $323M in Q4 2022.
  • 373 funds tracked by Wall St. Rank held Kite Realty as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.