CIBC Private Wealth Group

CIBC Private Wealth Group’s Kite Realty KRG Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$262K	Sell	10,911 -1,951	-15%	-$44.3K	﹤0.01%	1072
2025 Q3	$287K	Buy	12,862 +3,944	+44%	+$88K	﹤0.01%	1028
2025 Q2	$202K	Buy	8,918 +153	+2%	+$3.37K	﹤0.01%	1128
2025 Q1	$171K	Sell	8,765 -2,537	-22%	-$58K	﹤0.01%	1129
2024 Q4	$269K	Sell	11,302 -515	-4%	-$13.5K	﹤0.01%	1049
2024 Q3	$314K	Sell	11,817 -1,520	-11%	-$37.7K	﹤0.01%	1013
2024 Q2	$296K	Buy	13,337 +734	+6%	+$15.6K	﹤0.01%	955
2024 Q1	$267K	Buy	12,603 +879	+7%	+$18.9K	﹤0.01%	1012
2023 Q4	$268K	Sell	11,724 -294	-2%	-$6.28K	﹤0.01%	974
2023 Q3	$257K	Buy	12,018 +852	+8%	+$19.3K	﹤0.01%	920
2023 Q2	$249K	Hold	11,166	–	–	﹤0.01%	802
2023 Q1	$2.19M	Buy	+11,166	New	+$235K	﹤0.01%	505
2022 Q3	–	Sell	-346	Closed	-$6K	–	1066
2022 Q2	$6K	Sell	346 -9,909	-97%	-$205K	﹤0.01%	1098
2022 Q1	$233K	Buy	10,255 +159	+2%	+$3.46K	﹤0.01%	917
2021 Q4	$220K	Buy	+10,096	New	+$216K	﹤0.01%	950

Other funds holding KRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return