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Bogart Wealth LLC’s Kite Realty KRG Stock Holding History

Bogart Wealth LLC’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
Q2 		$85 Hold
3
– – ﹤0.01% 1946
2026
Q1 		$74 Buy
+3
New +$74 ﹤0.01% 1751
2025
Q2 		– Sell
-41
Closed -$917 – 1506
2025
Q1 		$917 Sell
41
-93
-69% -$2.13K ﹤0.01% 1189
2024
Q4 		$3.38K Buy
+134
New +$3.52K ﹤0.01% 980

Other funds holding KRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bogart Wealth LLC's KRG Position: Q2 2026 in Review

Bogart Wealth LLC held its Kite Realty (KRG) position steady in Q2 2026 at 3 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #1946.

Bogart Wealth LLC first reported a position in KRG in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.38K in Q4 2024. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Bogart Wealth LLC held 3 shares of Kite Realty worth $85 as of Q2 2026.
  • Bogart Wealth LLC left its Kite Realty share count unchanged in Q2 2026.
  • Kite Realty made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1946 holding.
  • Bogart Wealth LLC first reported a position in Kite Realty in Q4 2024 and has held it in 4 quarters since.
  • Bogart Wealth LLC's Kite Realty position peaked at $3.38K in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.