AssetMark Inc
KRG icon

AssetMark Inc’s Kite Realty KRG Stock Holding History

AssetMark Inc’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 		$15.4K Buy
543
+374
+221% +$10.1K ﹤0.01% 2291
2026
Q1 		$4.15K Buy
169
+4
+2% +$99 ﹤0.01% 2640
2025
Q4 		$3.96K Sell
165
-42
-20% -$954 ﹤0.01% 2547
2025
Q3 		$4.62K Buy
207
+76
+58% +$1.7K ﹤0.01% 2371
2025
Q2 		$2.97K Buy
131
+120
+1,091% +$2.64K ﹤0.01% 2304
2025
Q1 		$246 Hold
11
– – ﹤0.01% 2512
2024
Q4 		$278 Buy
+11
New +$289 ﹤0.01% 2449
2024
Q1 		– Sell
-6
Closed -$137 – 2030
2023
Q4 		$137 Buy
+6
New +$128 ﹤0.01% 1802
2022
Q1 		– Sell
-957
Closed -$21K – 1661
2021
Q4 		$21K Sell
957
-92,823
-99% -$1.99M ﹤0.01% 1051
2021
Q3 		$1.91M Buy
93,780
+83,450
+808% +$1.69M 0.01% 336
2021
Q2 		$227K Buy
+10,330
New +$217K ﹤0.01% 563
2019
Q3 		– Sell
-3,943
Closed -$60K – 1371
2019
Q2 		$60K Sell
3,943
-1,811
-31% -$28.6K ﹤0.01% 674
2019
Q1 		$92K Buy
5,754
+710
+14% +$11.3K ﹤0.01% 597
2018
Q4 		$71K Sell
5,044
-240
-5% -$3.77K ﹤0.01% 629
2018
Q3 		$88K Buy
5,284
+170
+3% +$2.88K ﹤0.01% 608
2018
Q2 		$87K Buy
5,114
+1,103
+27% +$17.1K ﹤0.01% 597
2018
Q1 		$61K Buy
4,011
+3,934
+5,109% +$63.7K ﹤0.01% 679
2017
Q4 		$2K Buy
+77
New +$1.5K ﹤0.01% 1459

Other funds holding KRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc's KRG Position: Q2 2026 in Review

AssetMark Inc increased its Kite Realty (KRG) stake by 221% in Q2 2026, buying an estimated $10.1K and bringing the position to 543 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

AssetMark Inc first reported a position in KRG in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.91M in Q3 2021. 172 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • AssetMark Inc held 543 shares of Kite Realty worth $15.4K as of Q2 2026.
  • AssetMark Inc bought 374 Kite Realty shares in Q2 2026, an estimated $10.1K.
  • Kite Realty made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2291 holding.
  • AssetMark Inc first reported a position in Kite Realty in Q4 2017 and has held it in 18 quarters since.
  • AssetMark Inc's Kite Realty position peaked at $1.91M in Q3 2021.
  • 172 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.