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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
Q3 		$462K Sell
18,936
-8,443
-31% -$228K 0.01% 759
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Hennion & Walsh Asset Management's KRG Position: Q3 2026 in Review

Hennion & Walsh Asset Management reduced its Kite Realty (KRG) stake by 31% in Q3 2026, selling an estimated $228K and leaving 18,936 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #759.

Hennion & Walsh Asset Management first reported a position in KRG in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.33M in Q1 2025. 19 funds tracked by Wall St. Rank hold KRG as of Q3 2026.

  • Hennion & Walsh Asset Management held 18,936 shares of Kite Realty worth $462K as of Q3 2026.
  • Hennion & Walsh Asset Management sold 8,443 Kite Realty shares in Q3 2026, an estimated $228K.
  • Kite Realty made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #759 holding.
  • Hennion & Walsh Asset Management first reported a position in Kite Realty in Q3 2023 and has held it in 13 quarters since.
  • Hennion & Walsh Asset Management's Kite Realty position peaked at $1.33M in Q1 2025.
  • 19 funds tracked by Wall St. Rank held Kite Realty as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.