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 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 $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