BIA
KRG icon

Bell Investment Advisors’s Kite Realty KRG Stock Holding History

Bell Investment Advisors’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 		$5.25K Hold
214
– – ﹤0.01% 939
2025
Q4 		$5.13K Sell
214
-1,104
-84% -$25.1K ﹤0.01% 954
2025
Q3 		$29.4K Hold
1,318
– – ﹤0.01% 325
2025
Q2 		$29.9K Hold
1,318
– – 0.01% 327
2025
Q1 		$29.5K Hold
1,318
– – 0.01% 300
2024
Q4 		$33.3K Hold
1,318
– – 0.01% 285
2024
Q3 		$35K Hold
1,318
– – 0.01% 281
2024
Q2 		$29.5K Hold
1,318
– – 0.01% 302
2024
Q1 		$28.6K Hold
1,318
– – 0.01% 309
2023
Q4 		$30.1K Buy
1,318
+1,104
+516% +$23.6K 0.01% 267
2023
Q3 		$4.58K Hold
214
– – ﹤0.01% 854
2023
Q2 		$4.78K Sell
214
-27
-11% -$557 ﹤0.01% 847
2023
Q1 		$5.04K Hold
241
– – ﹤0.01% 788
2022
Q4 		$5.07K Hold
241
– – ﹤0.01% 804
2022
Q3 		$4K Sell
241
-20
-8% -$383 ﹤0.01% 796
2022
Q2 		$5K Buy
+261
New +$5.39K ﹤0.01% 706
2021
Q4 		$6K Buy
+261
New +$5.58K ﹤0.01% 695

Other funds holding KRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bell Investment Advisors's KRG Position: Q1 2026 in Review

Bell Investment Advisors held its Kite Realty (KRG) position steady in Q1 2026 at 214 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Bell Investment Advisors first reported a position in KRG in Q4 2021 and has held it in 17 quarters since. The position peaked at $35K in Q3 2024. 373 funds tracked by Wall St. Rank hold KRG as of Q1 2026.

  • Bell Investment Advisors held 214 shares of Kite Realty worth $5.25K as of Q1 2026.
  • Bell Investment Advisors left its Kite Realty share count unchanged in Q1 2026.
  • Kite Realty made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #939 holding.
  • Bell Investment Advisors first reported a position in Kite Realty in Q4 2021 and has held it in 17 quarters since.
  • Bell Investment Advisors's Kite Realty position peaked at $35K in Q3 2024.
  • 373 funds tracked by Wall St. Rank held Kite Realty as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.