Corient Private Wealth
KRG icon

Corient Private Wealth’s Kite Realty KRG Stock Holding History

Corient Private Wealth’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 		$347K Sell
12,228
-2,765
-18% -$74.3K ﹤0.01% 2465
2026
Q1 		$368K Buy
14,993
+94
+0.6% +$2.32K ﹤0.01% 2212
2025
Q4 		$357K Buy
14,899
+1,603
+12% +$36.4K ﹤0.01% 2054
2025
Q3 		$297K Buy
13,296
+1,609
+14% +$35.9K ﹤0.01% 2120
2025
Q2 		$265K Buy
+11,687
New +$257K ﹤0.01% 2067
2025
Q1 		– Sell
-8,112
Closed -$205K – 2373
2024
Q4 		$205K Sell
8,112
-182
-2% -$4.79K ﹤0.01% 2104
2024
Q3 		$220K Buy
+8,294
New +$206K ﹤0.01% 2185

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

Corient Private Wealth's KRG Position: Q2 2026 in Review

Corient Private Wealth reduced its Kite Realty (KRG) stake by 18% in Q2 2026, selling an estimated $74.3K and leaving 12,228 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

Corient Private Wealth first reported a position in KRG in Q3 2024 and has held it in 7 quarters since. The position peaked at $368K in Q1 2026. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Corient Private Wealth held 12,228 shares of Kite Realty worth $347K as of Q2 2026.
  • Corient Private Wealth sold 2,765 Kite Realty shares in Q2 2026, an estimated $74.3K.
  • Kite Realty made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2465 holding.
  • Corient Private Wealth first reported a position in Kite Realty in Q3 2024 and has held it in 7 quarters since.
  • Corient Private Wealth's Kite Realty position peaked at $368K in Q1 2026.
  • 402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.