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 Q2	$3.23K	Buy	+114	New	+$3.06K	﹤0.01%	710
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concord Wealth Partners's KRG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Kite Realty (KRG) in Q2 2026: 114 shares worth $3.23K. The stake represents ﹤0.01% of the portfolio and ranks #710 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in KRG as recently as Q4 2025.

Concord Wealth Partners first reported a position in KRG in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.22K in Q3 2024. 403 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

Concord Wealth Partners held 114 shares of Kite Realty worth $3.23K as of Q2 2026.
Kite Realty was a new Concord Wealth Partners position in Q2 2026.
Kite Realty made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #710 holding.
Concord Wealth Partners first reported a position in Kite Realty in Q4 2022 and has held it in 14 quarters since.
Concord Wealth Partners's Kite Realty position peaked at $4.22K in Q3 2024.
403 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.