Avion Wealth’s Kite Realty KRG Stock Holding History

Avion Wealth’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	–	Sell	-22	Closed	–	–	1433
2025 Q4	$0	Sell	22 -1	-4%	-$23	﹤0.01%	1425
2025 Q3	$0	Buy	+23	New	+$513	﹤0.01%	1393

Other funds holding KRG

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Avion Wealth's KRG Position: Q1 2026 in Review

Avion Wealth sold out of Kite Realty (KRG) in Q1 2026, closing a stake of 22 shares.

Avion Wealth first reported a position in KRG in Q3 2025 and held it in 2 quarters. The position peaked at $0 in Q4 2025. 374 funds tracked by Wall St. Rank hold KRG as of Q1 2026.

Avion Wealth reported no remaining Kite Realty position as of Q1 2026 after selling out during the quarter.
Avion Wealth sold 22 Kite Realty shares in Q1 2026.
Avion Wealth first reported a position in Kite Realty in Q3 2025 and held it in 2 quarters.
Avion Wealth's Kite Realty position peaked at $0 in Q4 2025.
374 funds tracked by Wall St. Rank held Kite Realty as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.