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 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

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

D.B. Root & Company's KRG Position: Q2 2026 in Review

D.B. Root & Company held its Kite Realty (KRG) position steady in Q2 2026 at 9,366 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #175.

D.B. Root & Company first reported a position in KRG in Q4 2021 and has held it in 17 quarters since. 403 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

D.B. Root & Company held 9,366 shares of Kite Realty worth $266K as of Q2 2026.
D.B. Root & Company left its Kite Realty share count unchanged in Q2 2026.
Kite Realty made up 0.06% of D.B. Root & Company's portfolio in Q2 2026, its #175 holding.
D.B. Root & Company first reported a position in Kite Realty in Q4 2021 and has held it in 17 quarters since.
403 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.