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Concord Wealth Partners’s Kite Realty KRG Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-114
Closed -$2.73K – 529
2025
Q4 		$2.73K Hold
114
– – ﹤0.01% 685
2025
Q3 		$2.54K Hold
114
– – ﹤0.01% 698
2025
Q2 		$2.58K Hold
114
– – ﹤0.01% 700
2025
Q1 		$2.55K Sell
114
-45
-28% -$1.03K ﹤0.01% 662
2024
Q4 		$4.01K Hold
159
– – ﹤0.01% 631
2024
Q3 		$4.22K Buy
159
+45
+39% +$1.12K ﹤0.01% 663
2024
Q2 		$2.55K Hold
114
– – ﹤0.01% 645
2024
Q1 		$2.47K Hold
114
– – ﹤0.01% 729
2023
Q4 		$2.61K Hold
114
– – ﹤0.01% 690
2023
Q3 		$2.44K Hold
114
– – ﹤0.01% 842
2023
Q2 		$2.55K Hold
114
– – ﹤0.01% 830
2023
Q1 		$2.38K Hold
114
– – ﹤0.01% 786
2022
Q4 		$2.4K Buy
+114
New +$2.32K ﹤0.01% 901

Other funds holding KRG

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's KRG Position: Q1 2026 in Review

Concord Wealth Partners sold out of Kite Realty (KRG) in Q1 2026, closing a stake of 114 shares — an estimated $2.73K sold.

Concord Wealth Partners first reported a position in KRG in Q4 2022 and held it in 13 quarters. The position peaked at $4.22K in Q3 2024. 373 funds tracked by Wall St. Rank hold KRG as of Q1 2026.

  • Concord Wealth Partners reported no remaining Kite Realty position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 114 Kite Realty shares in Q1 2026, an estimated $2.73K.
  • Concord Wealth Partners first reported a position in Kite Realty in Q4 2022 and held it in 13 quarters.
  • Concord Wealth Partners's Kite Realty position peaked at $4.22K in Q3 2024.
  • 373 funds tracked by Wall St. Rank held Kite Realty as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.