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EP Wealth Advisors’s Kite Realty KRG Stock Holding History

EP Wealth Advisors’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 		$301K Buy
10,620
+210
+2% +$5.64K ﹤0.01% 1291
2026
Q1 		$256K Sell
10,410
-1,271
-11% -$31.3K ﹤0.01% 1259
2025
Q4 		$280K Buy
+11,681
New +$265K ﹤0.01% 1177
2025
Q2 		$262K Sell
11,582
-243
-2% -$5.35K ﹤0.01% 1098
2025
Q1 		$265K Buy
11,825
+2,071
+21% +$47.4K ﹤0.01% 979
2024
Q4 		$246K Buy
+9,754
New +$257K ﹤0.01% 961

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

EP Wealth Advisors's KRG Position: Q2 2026 in Review

EP Wealth Advisors increased its Kite Realty (KRG) stake by 2% in Q2 2026, buying an estimated $5.64K and bringing the position to 10,620 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

EP Wealth Advisors first reported a position in KRG in Q4 2024 and has held it in 6 quarters since. 403 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • EP Wealth Advisors held 10,620 shares of Kite Realty worth $301K as of Q2 2026.
  • EP Wealth Advisors bought 210 Kite Realty shares in Q2 2026, an estimated $5.64K.
  • Kite Realty made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1291 holding.
  • EP Wealth Advisors first reported a position in Kite Realty in Q4 2024 and has held it in 6 quarters since.
  • 403 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.