Carson Wealth (CWM LLC)
KRG icon

Carson Wealth (CWM LLC)’s Kite Realty KRG Stock Holding History

Carson Wealth (CWM 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
Q1 		$111K Buy
4,507
+374
+9% +$9.21K ﹤0.01% 3175
2025
Q4 		$99K Sell
4,133
-121
-3% -$2.75K ﹤0.01% 3069
2025
Q3 		$95K Buy
4,254
+647
+18% +$14.4K ﹤0.01% 3026
2025
Q2 		$82K Sell
3,607
-68
-2% -$1.5K ﹤0.01% 2886
2025
Q1 		$82K Buy
3,675
+346
+10% +$7.91K ﹤0.01% 2587
2024
Q4 		$84K Buy
3,329
+250
+8% +$6.58K ﹤0.01% 2405
2024
Q3 		$82K Buy
3,079
+85
+3% +$2.11K ﹤0.01% 2328
2024
Q2 		$67K Buy
2,994
+195
+7% +$4.16K ﹤0.01% 2255
2024
Q1 		$61K Sell
2,799
-4
-0.1% -$86 ﹤0.01% 2170
2023
Q4 		$64K Sell
2,803
-1,922
-41% -$41K ﹤0.01% 2026
2023
Q3 		$101K Sell
4,725
-387
-8% -$8.76K ﹤0.01% 1625
2023
Q2 		$114K Buy
5,112
+675
+15% +$13.9K ﹤0.01% 1506
2023
Q1 		$93K Sell
4,437
-1,561
-26% -$32.9K ﹤0.01% 1527
2022
Q4 		$126K Buy
5,998
+730
+14% +$14.9K ﹤0.01% 1278
2022
Q3 		$91K Sell
5,268
-406
-7% -$7.78K ﹤0.01% 1379
2022
Q2 		$98K Buy
5,674
+145
+3% +$3K ﹤0.01% 1321
2022
Q1 		$126K Buy
5,529
+920
+20% +$20K ﹤0.01% 1240
2021
Q4 		$100K Buy
+4,609
New +$98.6K ﹤0.01% 1290
2019
Q1 		– Sell
-853
Closed -$12K – 3129
2018
Q4 		$12K Hold
853
– – ﹤0.01% 1273
2018
Q3 		$14K Buy
+853
New +$14.4K ﹤0.01% 1057
2017
Q4 		– Sell
-1,274
Closed -$26K – 1519
2017
Q3 		$26K Hold
1,274
– – ﹤0.01% 658
2017
Q2 		$24K Hold
1,274
– – ﹤0.01% 606
2017
Q1 		$27K Hold
1,274
– – ﹤0.01% 554
2016
Q4 		$30K Hold
1,274
– – ﹤0.01% 520
2016
Q3 		$35K Buy
+1,274
New +$36.6K ﹤0.01% 477
2016
Q2 		– Sell
-2,054
Closed -$57K – 832
2016
Q1 		$57K Hold
2,054
– – 0.01% 330
2015
Q4 		$53K Sell
2,054
-2,568
-56% -$66.6K 0.01% 312
2015
Q3 		$110K Buy
+4,622
New +$116K 0.01% 235

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KRG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Kite Realty (KRG) stake by 9% in Q1 2026, buying an estimated $9.21K and bringing the position to 4,507 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #3175.

Carson Wealth (CWM LLC) first reported a position in KRG in Q3 2015 and has held it in 28 quarters since. The position peaked at $126K in Q4 2022. 374 funds tracked by Wall St. Rank hold KRG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,507 shares of Kite Realty worth $111K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 374 Kite Realty shares in Q1 2026, an estimated $9.21K.
  • Kite Realty made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3175 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kite Realty in Q3 2015 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Kite Realty position peaked at $126K in Q4 2022.
  • 374 funds tracked by Wall St. Rank held Kite Realty as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.