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Clearstead Advisors’s Kite Realty KRG Stock Holding History

Clearstead 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 		$10.9K Buy
383
+323
+538% +$8.68K ﹤0.01% 1954
2026
Q1 		$1.47K Sell
60
-955
-94% -$23.5K ﹤0.01% 1961
2025
Q4 		$24.3K Buy
1,015
+691
+213% +$15.7K ﹤0.01% 1656
2025
Q3 		$7.23K Buy
324
+126
+64% +$2.81K ﹤0.01% 2031
2025
Q2 		$4.49K Buy
198
+195
+6,500% +$4.29K ﹤0.01% 2136
2025
Q1 		$68 Buy
+3
New +$69 ﹤0.01% 2149

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

Clearstead Advisors's KRG Position: Q2 2026 in Review

Clearstead Advisors increased its Kite Realty (KRG) stake by 538% in Q2 2026, buying an estimated $8.68K and bringing the position to 383 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Clearstead Advisors first reported a position in KRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $24.3K in Q4 2025. 403 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Clearstead Advisors held 383 shares of Kite Realty worth $10.9K as of Q2 2026.
  • Clearstead Advisors bought 323 Kite Realty shares in Q2 2026, an estimated $8.68K.
  • Kite Realty made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1954 holding.
  • Clearstead Advisors first reported a position in Kite Realty in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Advisors's Kite Realty position peaked at $24.3K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.