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EverSource Wealth Advisors’s Kite Realty KRG Stock Holding History

EverSource 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 		$32.1K Buy
1,132
+170
+18% +$4.57K ﹤0.01% 2091
2026
Q1 		$23.6K Buy
962
+295
+44% +$7.27K ﹤0.01% 2396
2025
Q4 		$16K Buy
667
+29
+5% +$658 ﹤0.01% 2537
2025
Q3 		$14.2K Sell
638
-727
-53% -$16.2K ﹤0.01% 2603
2025
Q2 		$30.9K Buy
1,365
+740
+118% +$16.3K ﹤0.01% 1962
2025
Q1 		$14K Buy
625
+18
+3% +$412 ﹤0.01% 1903
2024
Q4 		$15.3K Buy
607
+26
+4% +$684 ﹤0.01% 1770
2024
Q3 		$15.4K Hold
581
– – ﹤0.01% 1624
2024
Q2 		$14.3K Buy
581
+23
+4% +$490 ﹤0.01% 1671
2024
Q1 		$12.2K Buy
558
+34
+6% +$731 ﹤0.01% 1593
2023
Q4 		$12K Buy
524
+49
+10% +$1.05K ﹤0.01% 1479
2023
Q3 		$10.2K Hold
475
– – ﹤0.01% 1418
2023
Q2 		$10.6K Hold
475
– – ﹤0.01% 1413
2023
Q1 		$9.94K Sell
475
-618
-57% -$13K ﹤0.01% 1359
2022
Q4 		$23K Sell
1,093
-164
-13% -$3.34K ﹤0.01% 1019
2022
Q3 		$21K Sell
1,257
-122
-9% -$2.34K ﹤0.01% 888
2022
Q2 		$24K Sell
1,379
-156
-10% -$3.22K 0.01% 784
2022
Q1 		$35K Sell
1,535
-126
-8% -$2.74K 0.01% 536
2021
Q4 		$37K Buy
+1,661
New +$35.5K 0.01% 483

Other funds holding KRG

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Kite Realty (KRG) stake by 18% in Q2 2026, buying an estimated $4.57K and bringing the position to 1,132 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

EverSource Wealth Advisors first reported a position in KRG in Q4 2021 and has held it in 19 quarters since. The position peaked at $37K in Q4 2021. 150 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • EverSource Wealth Advisors held 1,132 shares of Kite Realty worth $32.1K as of Q2 2026.
  • EverSource Wealth Advisors bought 170 Kite Realty shares in Q2 2026, an estimated $4.57K.
  • Kite Realty made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2091 holding.
  • EverSource Wealth Advisors first reported a position in Kite Realty in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Kite Realty position peaked at $37K in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.