Bank of Montreal’s Kite Realty KRG Stock Holding History

Bank of Montreal’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
2023 Q1	–	Sell	-22,100	Closed	-$494K	–	3996
2022 Q4	$494K	Buy	+22,100	New	+$451K	﹤0.01%	2623
2019 Q2	–	Sell	-42,600	Closed	-$681K	–	4986
2019 Q1	$681K	Buy	+42,600	New	+$675K	﹤0.01%	2175
2017 Q4	–	Sell	-31,600	Closed	-$640K	–	4252
2017 Q3	$640K	Buy	+31,600	New	+$634K	﹤0.01%	2165
2017 Q2	–	Sell	-30,900	Closed	-$664K	–	4217
2017 Q1	$664K	Hold	30,900	–	–	﹤0.01%	2001
2016 Q4	$743K	Buy	+30,900	New	+$764K	﹤0.01%	1995
2016 Q3	–	Sell	-30,400	Closed	-$852K	–	4114
2016 Q2	$852K	Buy	+30,400	New	+$832K	﹤0.01%	1919
2015 Q4	–	Sell	-30,300	Closed	-$721K	–	4325
2015 Q3	$721K	Buy	+30,300	New	+$757K	﹤0.01%	1694
2015 Q2	–	Sell	-24,900	Closed	-$701K	–	4032
2015 Q1	$701K	Buy	+24,900	New	+$722K	﹤0.01%	1783

Other funds holding KRG

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIM

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's KRG Position: Q1 2026 in Review

Bank of Montreal reduced its Kite Realty (KRG) stake by 0.84% in Q1 2026, selling an estimated $22.5K and leaving 107,963 shares worth $2.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Bank of Montreal first reported a position in KRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.6M in Q3 2021. 373 funds tracked by Wall St. Rank hold KRG as of Q1 2026.

Bank of Montreal held 107,963 shares of Kite Realty worth $2.65M as of Q1 2026.
Bank of Montreal sold 915 Kite Realty shares in Q1 2026, an estimated $22.5K.
Kite Realty made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1550 holding.
Bank of Montreal first reported a position in Kite Realty in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Kite Realty position peaked at $10.6M in Q3 2021.
373 funds tracked by Wall St. Rank held Kite Realty as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.