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Bailard’s Kite Realty KRG Stock Holding History

Bailard’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
Q3 		– Sell
-28,274
Closed -$640K – 837
2025
Q2 		$640K Sell
28,274
-4,374
-13% -$96.3K 0.01% 436
2025
Q1 		$730K Buy
32,648
+2,100
+7% +$48K 0.02% 363
2024
Q4 		$771K Buy
30,548
+1,148
+4% +$30.2K 0.02% 345
2024
Q3 		$781K Sell
29,400
-7,700
-21% -$191K 0.02% 351
2024
Q2 		$830K Buy
37,100
+3,300
+10% +$70.3K 0.02% 332
2024
Q1 		$733K Buy
33,800
+900
+3% +$19.4K 0.02% 367
2023
Q4 		$752K Sell
32,900
-2,500
-7% -$53.4K 0.02% 347
2023
Q3 		$758K Hold
35,400
– – 0.03% 316
2023
Q2 		$791K Sell
35,400
-52
-0.1% -$1.07K 0.03% 297
2023
Q1 		$742K Buy
35,452
+2,752
+8% +$57.9K 0.03% 309
2022
Q4 		$688K Buy
+32,700
New +$667K 0.03% 326
2022
Q3 		– Sell
-37,700
Closed -$652K – 713
2022
Q2 		$652K Sell
37,700
-200
-0.5% -$4.13K 0.03% 315
2022
Q1 		$863K Sell
37,900
-3,600
-9% -$78.4K 0.03% 293
2021
Q4 		$904K Buy
+41,500
New +$888K 0.03% 278
2021
Q3 		– Sell
-40,100
Closed -$883K – 741
2021
Q2 		$883K Buy
40,100
+15,100
+60% +$318K 0.03% 290
2021
Q1 		$482K Buy
+25,000
New +$452K 0.02% 404
2014
Q3 		– Sell
-8,750
Closed -$215K – 258
2014
Q2 		$215K Sell
8,750
-21,250
-71% -$519K 0.03% 219
2014
Q1 		$720K Buy
+30,000
New +$747K 0.11% 103

Other funds holding KRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bailard's KRG Position: Q3 2025 in Review

Bailard sold out of Kite Realty (KRG) in Q3 2025, closing a stake of 28,274 shares — an estimated $640K sold.

Bailard first reported a position in KRG in Q1 2014 and held it in 18 quarters. The position peaked at $904K in Q4 2021. 361 funds tracked by Wall St. Rank hold KRG as of Q3 2025.

  • Bailard reported no remaining Kite Realty position as of Q3 2025 after selling out during the quarter.
  • Bailard sold 28,274 Kite Realty shares in Q3 2025, an estimated $640K.
  • Bailard first reported a position in Kite Realty in Q1 2014 and held it in 18 quarters.
  • Bailard's Kite Realty position peaked at $904K in Q4 2021.
  • 361 funds tracked by Wall St. Rank held Kite Realty as of Q3 2025.

Based on Bailard's 13F filing for Q3 2025, filed 30 Oct 2025.