HM Payson & Co’s Kite Realty KRG Stock Holding History

HM Payson & Co’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	$2.7K	Hold	95	–	–	﹤0.01%	1028
2026 Q1	$2.33K	Hold	95	–	–	﹤0.01%	1025
2025 Q4	$2.28K	Hold	95	–	–	﹤0.01%	1045
2025 Q3	$2.12K	Hold	95	–	–	﹤0.01%	1006
2025 Q2	$2.15K	Hold	95	–	–	﹤0.01%	927
2025 Q1	$2.13K	Hold	95	–	–	﹤0.01%	962
2024 Q4	$2.4K	Hold	95	–	–	﹤0.01%	949
2024 Q3	$2.52K	Buy	+95	New	+$2.36K	﹤0.01%	951
2023 Q3	–	Sell	-62	Closed	-$1.39K	–	1029
2023 Q2	$1.39K	Buy	+62	New	+$1.28K	﹤0.01%	942
2019 Q4	–	Sell	-3,325	Closed	-$54K	–	949
2019 Q3	$54K	Hold	3,325	–	–	﹤0.01%	585
2019 Q2	$50K	Buy	+3,325	New	+$52.5K	﹤0.01%	603

Other funds holding KRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HM Payson & Co's KRG Position: Q2 2026 in Review

HM Payson & Co held its Kite Realty (KRG) position steady in Q2 2026 at 95 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

HM Payson & Co first reported a position in KRG in Q2 2019 and has held it in 11 quarters since. The position peaked at $54K in Q3 2019. 403 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

HM Payson & Co held 95 shares of Kite Realty worth $2.7K as of Q2 2026.
HM Payson & Co left its Kite Realty share count unchanged in Q2 2026.
Kite Realty made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #1028 holding.
HM Payson & Co first reported a position in Kite Realty in Q2 2019 and has held it in 11 quarters since.
HM Payson & Co's Kite Realty position peaked at $54K in Q3 2019.
403 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.