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Coldstream Capital Management’s Kite Realty KRG Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-4,829
Closed -$108K – 2292
2025
Q1 		$108K Buy
+4,829
New +$110K ﹤0.01% 1311

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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

Coldstream Capital Management's KRG Position: Q2 2025 in Review

Coldstream Capital Management sold out of Kite Realty (KRG) in Q2 2025, closing a stake of 4,829 shares — an estimated $108K sold.

Coldstream Capital Management first reported a position in KRG in Q1 2025 and held it in 1 quarter. The position peaked at $108K in Q1 2025. 349 funds tracked by Wall St. Rank hold KRG as of Q2 2025.

  • Coldstream Capital Management reported no remaining Kite Realty position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 4,829 Kite Realty shares in Q2 2025, an estimated $108K.
  • Coldstream Capital Management first reported a position in Kite Realty in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Kite Realty position peaked at $108K in Q1 2025.
  • 349 funds tracked by Wall St. Rank held Kite Realty as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.