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COMPASS FINANCIAL MANAGEMENT LLC’s Kite Realty KRG Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$716 Buy
+26
New +$699 ﹤0.01% 1398

Other funds holding KRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's KRG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Kite Realty (KRG) in Q2 2026: 26 shares worth $716. The stake represents ﹤0.01% of the portfolio and ranks #1398 among its holdings.

260 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 26 shares of Kite Realty worth $716 as of Q2 2026.
  • Kite Realty was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Kite Realty made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1398 holding.
  • 260 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.