Capital Investment Advisors
KRG icon

Capital Investment Advisors’s Kite Realty KRG Stock Holding History

Capital 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
Q2 		$218K Buy
+7,694
New +$207K ﹤0.01% 731
2024
Q4 		– Sell
-7,694
Closed -$204K – 686
2024
Q3 		$204K Buy
+7,694
New +$191K ﹤0.01% 621

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
Centersquare Investment Management
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
Nomura Asset Management International
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

Capital Investment Advisors's KRG Position: Q2 2026 in Review

Capital Investment Advisors opened a new position in Kite Realty (KRG) in Q2 2026: 7,694 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #731 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in KRG as recently as Q3 2024.

Capital Investment Advisors first reported a position in KRG in Q3 2024 and has held it in 2 quarters since. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Capital Investment Advisors held 7,694 shares of Kite Realty worth $218K as of Q2 2026.
  • Kite Realty was a new Capital Investment Advisors position in Q2 2026.
  • Kite Realty made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #731 holding.
  • Capital Investment Advisors first reported a position in Kite Realty in Q3 2024 and has held it in 2 quarters since.
  • 402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.