Balance Wealth
KRG icon

Balance Wealth’s Kite Realty KRG Stock Holding History

Balance 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
Q3 		$902 Buy
+37
New +$999 ﹤0.01% 847

Other funds holding KRG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Balance Wealth's KRG Position: Q3 2026 in Review

Balance Wealth opened a new position in Kite Realty (KRG) in Q3 2026: 37 shares worth $902. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings.

331 funds tracked by Wall St. Rank hold KRG as of Q3 2026.

  • Balance Wealth held 37 shares of Kite Realty worth $902 as of Q3 2026.
  • Kite Realty was a new Balance Wealth position in Q3 2026.
  • Kite Realty made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #847 holding.
  • 331 funds tracked by Wall St. Rank held Kite Realty as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.