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GeoWealth Management’s Kite Realty KRG Stock Holding History

GeoWealth 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
Q1 		$385K Sell
15,702
-2,505
-14% -$61.7K 0.01% 530
2025
Q4 		$436K Buy
18,207
+7,843
+76% +$178K 0.02% 478
2025
Q3 		$231K Buy
+10,364
New +$231K 0.01% 657
2025
Q1 		– Sell
-2,498
Closed -$63K – 1479
2024
Q4 		$63K Buy
2,498
+20
+0.8% +$526 ﹤0.01% 1080
2024
Q3 		$65.8K Buy
+2,478
New +$61.5K ﹤0.01% 1000

Other funds holding KRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIM
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 $1.56T AUM 27.86% 1-Year Est. Return
NAMI
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

GeoWealth Management's KRG Position: Q1 2026 in Review

GeoWealth Management reduced its Kite Realty (KRG) stake by 14% in Q1 2026, selling an estimated $61.7K and leaving 15,702 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #530.

GeoWealth Management first reported a position in KRG in Q3 2024 and has held it in 5 quarters since. The position peaked at $436K in Q4 2025. 373 funds tracked by Wall St. Rank hold KRG as of Q1 2026.

  • GeoWealth Management held 15,702 shares of Kite Realty worth $385K as of Q1 2026.
  • GeoWealth Management sold 2,505 Kite Realty shares in Q1 2026, an estimated $61.7K.
  • Kite Realty made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #530 holding.
  • GeoWealth Management first reported a position in Kite Realty in Q3 2024 and has held it in 5 quarters since.
  • GeoWealth Management's Kite Realty position peaked at $436K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Kite Realty as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.