HWM
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HB Wealth Management’s Kite Realty KRG Stock Holding History

HB Wealth 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 		$365K Buy
12,864
+4,038
+46% +$109K ﹤0.01% 1268
2026
Q1 		$217K Buy
+8,826
New +$217K ﹤0.01% 1394

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 $3.38T AUM 44.17% 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

HB Wealth Management's KRG Position: Q2 2026 in Review

HB Wealth Management increased its Kite Realty (KRG) stake by 46% in Q2 2026, buying an estimated $109K and bringing the position to 12,864 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

HB Wealth Management first reported a position in KRG in Q1 2026 and has held it in 2 quarters since. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • HB Wealth Management held 12,864 shares of Kite Realty worth $365K as of Q2 2026.
  • HB Wealth Management bought 4,038 Kite Realty shares in Q2 2026, an estimated $109K.
  • Kite Realty made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1268 holding.
  • HB Wealth Management first reported a position in Kite Realty in Q1 2026 and has held it in 2 quarters since.
  • 402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.