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Clearstead Trust’s Kite Realty KRG Stock Holding History

Clearstead Trust’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 		$8.23K Buy
290
+227
+360% +$6.1K ﹤0.01% 666
2026
Q1 		$1.55K Buy
+63
New +$1.55K ﹤0.01% 908
2025
Q4 		– Sell
-145
Closed -$3.23K – 1286
2025
Q3 		$3.23K Buy
145
+64
+79% +$1.43K ﹤0.01% 858
2025
Q2 		$1.83K Buy
81
+11
+16% +$242 ﹤0.01% 983
2025
Q1 		$1.57K Buy
+70
New +$1.6K ﹤0.01% 794

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 Trust's KRG Position: Q2 2026 in Review

Clearstead Trust increased its Kite Realty (KRG) stake by 360% in Q2 2026, buying an estimated $6.1K and bringing the position to 290 shares worth $8.23K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Clearstead Trust first reported a position in KRG in Q1 2025 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Clearstead Trust held 290 shares of Kite Realty worth $8.23K as of Q2 2026.
  • Clearstead Trust bought 227 Kite Realty shares in Q2 2026, an estimated $6.1K.
  • Kite Realty made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #666 holding.
  • Clearstead Trust first reported a position in Kite Realty in Q1 2025 and has held it in 5 quarters since.
  • 403 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

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