CAPTRUST Financial Advisors
KRG icon

CAPTRUST Financial Advisors’s Kite Realty KRG Stock Holding History

CAPTRUST Financial 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 		$378K Buy
15,412
+116
+0.8% +$2.86K ﹤0.01% 2229
2025
Q4 		$367K Buy
15,296
+410
+3% +$9.31K ﹤0.01% 2099
2025
Q3 		$332K Sell
14,886
-275
-2% -$6.14K ﹤0.01% 2106
2025
Q2 		$343K Sell
15,161
-670
-4% -$14.8K ﹤0.01% 1963
2025
Q1 		$354K Sell
15,831
-2,383
-13% -$54.5K ﹤0.01% 1853
2024
Q4 		$460K Buy
18,214
+613
+3% +$16.1K ﹤0.01% 1649
2024
Q3 		$467K Buy
17,601
+1,114
+7% +$27.6K ﹤0.01% 1606
2024
Q2 		$369K Sell
16,487
-851
-5% -$18.1K ﹤0.01% 1683
2024
Q1 		$376K Buy
17,338
+3,883
+29% +$83.5K ﹤0.01% 1646
2023
Q4 		$308K Buy
13,455
+1,883
+16% +$40.2K ﹤0.01% 2096
2023
Q3 		$248K Buy
11,572
+825
+8% +$18.7K ﹤0.01% 2144
2023
Q2 		$240K Buy
10,747
+369
+4% +$7.61K ﹤0.01% 2133
2023
Q1 		$217K Buy
+10,378
New +$218K ﹤0.01% 1998

Other funds holding KRG

BlackRock
BlackRock New York $5.7T 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 $1.47T 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