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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
Q2 		$430K Sell
15,137
-565
-4% -$15.2K 0.01% 540
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 $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

GeoWealth Management's KRG Position: Q2 2026 in Review

GeoWealth Management reduced its Kite Realty (KRG) stake by 3.6% in Q2 2026, selling an estimated $15.2K and leaving 15,137 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #540.

GeoWealth Management first reported a position in KRG in Q3 2024 and has held it in 6 quarters since. The position peaked at $436K in Q4 2025. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • GeoWealth Management held 15,137 shares of Kite Realty worth $430K as of Q2 2026.
  • GeoWealth Management sold 565 Kite Realty shares in Q2 2026, an estimated $15.2K.
  • Kite Realty made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #540 holding.
  • GeoWealth Management first reported a position in Kite Realty in Q3 2024 and has held it in 6 quarters since.
  • GeoWealth Management's Kite Realty position peaked at $436K in Q4 2025.
  • 402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.