Focus Partners Wealth
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Focus Partners Wealth’s Kite Realty KRG Stock Holding History

Focus Partners Wealth’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 		$5.05M Buy
177,978
+7,770
+5% +$209K 0.01% 956
2026
Q1 		$4.18M Sell
170,208
-5,179
-3% -$128K ﹤0.01% 1003
2025
Q4 		$4.2M Buy
175,387
+91,313
+109% +$2.07M ﹤0.01% 1004
2025
Q3 		$1.87M Sell
84,074
-100,224
-54% -$2.24M ﹤0.01% 1041
2025
Q2 		$4.17M Buy
184,298
+4,342
+2% +$95.6K 0.01% 727
2025
Q1 		$4.03M Buy
179,956
+3,212
+2% +$73.4K 0.01% 690
2024
Q4 		$4.46M Buy
176,744
+5,525
+3% +$145K 0.01% 643
2024
Q3 		$4.55M Buy
171,219
+47,963
+39% +$1.19M 0.01% 583
2024
Q2 		$2.76M Buy
123,256
+3,083
+3% +$65.7K 0.01% 603
2024
Q1 		$2.6M Buy
120,173
+15,428
+15% +$332K 0.02% 439
2023
Q4 		$2.39M Buy
+104,745
New +$2.24M 0.03% 325

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

Focus Partners Wealth's KRG Position: Q2 2026 in Review

Focus Partners Wealth increased its Kite Realty (KRG) stake by 4.6% in Q2 2026, buying an estimated $209K and bringing the position to 177,978 shares worth $5.05M. The position accounts for 0.01% of the portfolio, ranked #956.

Focus Partners Wealth first reported a position in KRG in Q4 2023 and has held it in 11 quarters since. 403 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Focus Partners Wealth held 177,978 shares of Kite Realty worth $5.05M as of Q2 2026.
  • Focus Partners Wealth bought 7,770 Kite Realty shares in Q2 2026, an estimated $209K.
  • Kite Realty made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #956 holding.
  • Focus Partners Wealth first reported a position in Kite Realty in Q4 2023 and has held it in 11 quarters since.
  • 403 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

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