Covestor’s Kite Realty KRG Stock Holding History

Covestor’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	$60K	Sell	2,444 -2,899	-54%	-$71.4K	0.04%	587
2025 Q4	$128K	Buy	5,343 +4,826	+933%	+$110K	0.07%	426
2025 Q3	$12K	Sell	517 -1	-0.2%	-$22	0.01%	1497
2025 Q2	$12K	Sell	518 -1	-0.2%	-$22	0.01%	1477
2025 Q1	$12K	Sell	519 -674	-56%	-$15.4K	0.01%	1401
2024 Q4	$30K	Sell	1,193 -938	-44%	-$24.7K	0.02%	1036
2024 Q3	$57K	Sell	2,131 -796	-27%	-$19.8K	0.04%	824
2024 Q2	$65K	Sell	2,927 -285	-9%	-$6.07K	0.04%	736
2024 Q1	$70K	Buy	3,212 +2,154	+204%	+$46.3K	0.04%	745
2023 Q4	$24K	Hold	1,058	–	–	0.02%	1126
2023 Q3	$23K	Sell	1,058 -21	-2%	-$476	0.02%	1063
2023 Q2	$24K	Sell	1,079 -3	-0.3%	-$62	0.02%	1056
2023 Q1	$22K	Sell	1,082 -63	-6%	-$1.33K	0.02%	970
2022 Q4	$24K	Buy	1,145 +19	+2%	+$387	0.02%	976
2022 Q3	$19K	Sell	1,126 -4	-0.4%	-$77	0.02%	1007
2022 Q2	$19K	Sell	1,130 -779	-41%	-$16.1K	0.02%	991
2022 Q1	$43K	Buy	1,909 +1,885	+7,854%	+$41.1K	0.03%	843
2021 Q4	$1K	Buy	+24	New	+$513	﹤0.01%	1809

Other funds holding KRG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $1.47T AUM 27.86% 1-Year Est. Return

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