Farther Finance Advisors’s Kite Realty KRG Stock Holding History

Farther Finance 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 Q1	$112K	Buy	4,594 +3,774	+460%	+$93K	﹤0.01%	2425
2025 Q4	$19.6K	Buy	820 +245	+43%	+$5.56K	﹤0.01%	3460
2025 Q3	$12.8K	Buy	575 +38	+7%	+$848	﹤0.01%	3313
2025 Q2	$12.2K	Sell	537 -154	-22%	-$3.39K	﹤0.01%	2976
2025 Q1	$15.5K	Buy	691 +142	+26%	+$3.25K	﹤0.01%	2508
2024 Q4	$13.9K	Sell	549 -262	-32%	-$6.89K	﹤0.01%	2238
2024 Q3	$21.4K	Buy	811 +265	+49%	+$6.58K	﹤0.01%	2047
2024 Q2	$12.1K	Buy	546 +110	+25%	+$2.34K	﹤0.01%	2001
2024 Q1	$9.24K	Sell	436 -12	-3%	-$258	﹤0.01%	1796
2023 Q4	$10.2K	Buy	448 +95	+27%	+$2.03K	﹤0.01%	1597
2023 Q3	$7.56K	Buy	353 +15	+4%	+$340	﹤0.01%	1378
2023 Q2	$7.55K	Sell	338 -32	-9%	-$660	﹤0.01%	1285
2023 Q1	$7.74K	Buy	370 +32	+9%	+$674	﹤0.01%	1205
2022 Q4	$7.12K	Buy	+338	New	+$6.89K	﹤0.01%	1059

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