Avantax Advisory Services’s Kite Realty KRG Stock Holding History

Avantax Advisory Services’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
2025 Q2	$254K	Buy	+11,230	New	+$247K	﹤0.01%	2042

Other funds holding KRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avantax Advisory Services's KRG Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Kite Realty (KRG) in Q2 2025: 11,230 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #2042 among its holdings.

349 funds tracked by Wall St. Rank hold KRG as of Q2 2025.

Avantax Advisory Services held 11,230 shares of Kite Realty worth $254K as of Q2 2025.
Kite Realty was a new Avantax Advisory Services position in Q2 2025.
Kite Realty made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2042 holding.
349 funds tracked by Wall St. Rank held Kite Realty as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.