Creative Planning
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Creative Planning’s Kite Realty KRG Stock Holding History

Creative Planning’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 		$1.83M Buy
64,604
+7,141
+12% +$192K ﹤0.01% 2163
2026
Q1 		$1.41M Buy
57,463
+22,234
+63% +$548K ﹤0.01% 2185
2025
Q4 		$844K Buy
35,229
+4,537
+15% +$103K ﹤0.01% 2418
2025
Q3 		$684K Buy
30,692
+5,118
+20% +$114K ﹤0.01% 2455
2025
Q2 		$579K Buy
25,574
+7,190
+39% +$158K ﹤0.01% 2328
2025
Q1 		$411K Sell
18,384
-6,055
-25% -$138K ﹤0.01% 2475
2024
Q4 		$617K Buy
24,439
+2,655
+12% +$69.8K ﹤0.01% 2038
2024
Q3 		$579K Buy
21,784
+1,634
+8% +$40.6K ﹤0.01% 1967
2024
Q2 		$451K Buy
20,150
+7,206
+56% +$154K ﹤0.01% 2022
2024
Q1 		$281K Sell
12,944
-462
-3% -$9.94K ﹤0.01% 2310
2023
Q4 		$306K Buy
13,406
+1,623
+14% +$34.7K ﹤0.01% 2075
2023
Q3 		$252K Buy
11,783
+535
+5% +$12.1K ﹤0.01% 2075
2023
Q2 		$251K Sell
11,248
-3,309
-23% -$68.2K ﹤0.01% 2043
2023
Q1 		$305K Buy
+14,557
New +$306K ﹤0.01% 1810
2017
Q3 		– Sell
-3,476
Closed -$66K – 2871
2017
Q2 		$66K Buy
3,476
+3,413
+5,417% +$67K ﹤0.01% 2298
2017
Q1 		$1K Buy
63
+7
+13% +$159 ﹤0.01% 4457
2016
Q4 		$1K Buy
56
+7
+14% +$173 ﹤0.01% 4448
2016
Q3 		$1K Sell
49
-394
-89% -$11.3K ﹤0.01% 4398
2016
Q2 		$12K Buy
443
+6
+1% +$164 ﹤0.01% 3128
2016
Q1 		$12K Buy
437
+4
+0.9% +$106 ﹤0.01% 3108
2015
Q4 		$11K Buy
433
+405
+1,446% +$10.5K ﹤0.01% 3245
2015
Q3 		$1K Buy
+28
New +$700 ﹤0.01% 4105
2015
Q2 		– Sell
-20
Closed -$1K – 2118
2015
Q1 		$1K Buy
20
+2
+11% +$58 ﹤0.01% 4035
2014
Q4 		$1K Sell
18
-31
-63% -$820 ﹤0.01% 3980
2014
Q3 		$1K Buy
+49
New +$1.24K ﹤0.01% 3834
2014
Q2 		– Sell
-6
Closed – – 3876
2014
Q1 		$0 Buy
+6
New +$149 ﹤0.01% 3695

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

Creative Planning's KRG Position: Q2 2026 in Review

Creative Planning increased its Kite Realty (KRG) stake by 12% in Q2 2026, buying an estimated $192K and bringing the position to 64,604 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

Creative Planning first reported a position in KRG in Q1 2014 and has held it in 26 quarters since. 403 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Creative Planning held 64,604 shares of Kite Realty worth $1.83M as of Q2 2026.
  • Creative Planning bought 7,141 Kite Realty shares in Q2 2026, an estimated $192K.
  • Kite Realty made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2163 holding.
  • Creative Planning first reported a position in Kite Realty in Q1 2014 and has held it in 26 quarters since.
  • 403 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.