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Evergreen Capital Management’s Kite Realty KRG Stock Holding History

Evergreen Capital Management’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 		$1.19M Buy
41,758
+32,089
+332% +$862K 0.02% 477
2026
Q1 		$237K Sell
9,669
-2,986
-24% -$73.6K 0.01% 1286
2025
Q4 		$303K Buy
12,655
+2,699
+27% +$61.3K 0.01% 1029
2025
Q3 		$222K Buy
+9,956
New +$222K 0.01% 1165
2025
Q1 		– Sell
-7,951
Closed -$201K – 1141
2024
Q4 		$201K Buy
+7,951
New +$209K 0.01% 997

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

Evergreen Capital Management's KRG Position: Q2 2026 in Review

Evergreen Capital Management increased its Kite Realty (KRG) stake by 332% in Q2 2026, buying an estimated $862K and bringing the position to 41,758 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #477.

Evergreen Capital Management first reported a position in KRG in Q4 2024 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Evergreen Capital Management held 41,758 shares of Kite Realty worth $1.19M as of Q2 2026.
  • Evergreen Capital Management bought 32,089 Kite Realty shares in Q2 2026, an estimated $862K.
  • Kite Realty made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #477 holding.
  • Evergreen Capital Management first reported a position in Kite Realty in Q4 2024 and has held it in 5 quarters since.
  • 403 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.