CAPTRUST Financial Advisors
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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
Q2 		$633K Buy
22,288
+6,876
+45% +$185K ﹤0.01% 2017
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 $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 $3.37T AUM 44.26% 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

CAPTRUST Financial Advisors's KRG Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Kite Realty (KRG) stake by 45% in Q2 2026, buying an estimated $185K and bringing the position to 22,288 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

CAPTRUST Financial Advisors first reported a position in KRG in Q1 2023 and has held it in 14 quarters since. 403 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • CAPTRUST Financial Advisors held 22,288 shares of Kite Realty worth $633K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 6,876 Kite Realty shares in Q2 2026, an estimated $185K.
  • Kite Realty made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2017 holding.
  • CAPTRUST Financial Advisors first reported a position in Kite Realty in Q1 2023 and has held it in 14 quarters since.
  • 403 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.