D.B. Root & Company’s Kite Realty KRG Stock Holding History

D.B. Root & Company’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 Q3	$228K	Hold	9,366	–	–	0.05%	188
2026 Q2	$266K	Hold	9,366	–	–	0.06%	175
2026 Q1	$230K	Hold	9,366	–	–	0.05%	182
2025 Q4	$225K	Sell	9,366 -346	-4%	-$7.86K	0.05%	179
2025 Q3	$217K	Hold	9,712	–	–	0.06%	176
2025 Q2	$220K	Hold	9,712	–	–	0.06%	179
2025 Q1	$217K	Hold	9,712	–	–	0.07%	164
2024 Q4	$245K	Hold	9,712	–	–	0.08%	159
2024 Q3	$258K	Hold	9,712	–	–	0.09%	149
2024 Q2	$217K	Sell	9,712 -176	-2%	-$3.75K	0.07%	180
2024 Q1	$214K	Hold	9,888	–	–	0.07%	168
2023 Q4	$226K	Hold	9,888	–	–	0.08%	158
2023 Q3	$212K	Hold	9,888	–	–	0.08%	159
2023 Q2	$221K	Hold	9,888	–	–	0.08%	163
2023 Q1	$207K	Hold	9,888	–	–	0.08%	161
2022 Q4	$208K	Buy	+9,888	New	+$202K	0.09%	155
2022 Q2	–	Sell	-10,161	Closed	-$231K	–	179
2022 Q1	$231K	Buy	10,161 +176	+2%	+$3.83K	0.09%	168
2021 Q4	$217K	Buy	+9,985	New	+$214K	0.08%	181

Other funds holding KRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

D.B. Root & Company's KRG Position: Q3 2026 in Review

D.B. Root & Company held its Kite Realty (KRG) position steady in Q3 2026 at 9,366 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #188.

D.B. Root & Company first reported a position in KRG in Q4 2021 and has held it in 18 quarters since. The position peaked at $266K in Q2 2026. 229 funds tracked by Wall St. Rank hold KRG as of Q3 2026.

D.B. Root & Company held 9,366 shares of Kite Realty worth $228K as of Q3 2026.
D.B. Root & Company left its Kite Realty share count unchanged in Q3 2026.
Kite Realty made up 0.05% of D.B. Root & Company's portfolio in Q3 2026, its #188 holding.
D.B. Root & Company first reported a position in Kite Realty in Q4 2021 and has held it in 18 quarters since.
D.B. Root & Company's Kite Realty position peaked at $266K in Q2 2026.
229 funds tracked by Wall St. Rank held Kite Realty as of Q3 2026.

Based on D.B. Root & Company's 13F filing for Q3 2026, filed 4 Nov 2026.