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Hennion & Walsh Asset Management’s Kite Realty KRG Stock Holding History

Hennion & Walsh Asset 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 		$777K Sell
27,379
-234
-0.8% -$6.29K 0.02% 631
2026
Q1 		$678K Sell
27,613
-1,051
-4% -$25.9K 0.02% 614
2025
Q4 		$687K Sell
28,664
-67
-0.2% -$1.52K 0.02% 622
2025
Q3 		$641K Sell
28,731
-23,028
-44% -$514K 0.02% 642
2025
Q2 		$1.17M Sell
51,759
-7,730
-13% -$170K 0.05% 459
2025
Q1 		$1.33M Buy
59,489
+12,696
+27% +$290K 0.06% 399
2024
Q4 		$1.18M Buy
46,793
+16,330
+54% +$430K 0.05% 429
2024
Q3 		$809K Sell
30,463
-112
-0.4% -$2.78K 0.04% 500
2024
Q2 		$684K Sell
30,575
-165
-0.5% -$3.52K 0.04% 507
2024
Q1 		$666K Sell
30,740
-823
-3% -$17.7K 0.04% 509
2023
Q4 		$722K Buy
31,563
+9,166
+41% +$196K 0.04% 482
2023
Q3 		$480K Buy
+22,397
New +$507K 0.03% 530

Other funds holding KRG

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return