IWM
KRG icon

IHT Wealth Management’s Kite Realty KRG Stock Holding History

IHT 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
2025
Q2 		– Sell
-17,805
Closed -$398K – 1177
2025
Q1 		$398K Sell
17,805
-684
-4% -$15.6K 0.01% 747
2024
Q4 		$467K Buy
18,489
+582
+3% +$15.3K 0.02% 706
2024
Q3 		$475K Buy
17,907
+1,954
+12% +$48.5K 0.01% 738
2024
Q2 		$357K Buy
15,953
+199
+1% +$4.24K 0.01% 741
2024
Q1 		$342K Buy
15,754
+110
+0.7% +$2.37K 0.01% 758
2023
Q4 		$358K Buy
15,644
+1,836
+13% +$39.2K 0.02% 701
2023
Q3 		$296K Buy
13,808
+137
+1% +$3.1K 0.02% 736
2023
Q2 		$305K Buy
13,671
+90
+0.7% +$1.85K 0.02% 722
2023
Q1 		$284K Buy
13,581
+104
+0.8% +$2.19K 0.02% 720
2022
Q4 		$284K Buy
13,477
+157
+1% +$3.2K 0.02% 680
2022
Q3 		$229K Buy
13,320
+334
+3% +$6.4K 0.02% 729
2022
Q2 		$225K Sell
12,986
-148
-1% -$3.06K 0.02% 630
2022
Q1 		$299K Sell
13,134
-714
-5% -$15.6K 0.02% 572
2021
Q4 		$302K Buy
+13,848
New +$296K 0.02% 609

Other funds holding KRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IHT Wealth Management's KRG Position: Q2 2025 in Review

IHT Wealth Management sold out of Kite Realty (KRG) in Q2 2025, closing a stake of 17,805 shares — an estimated $398K sold.

IHT Wealth Management first reported a position in KRG in Q4 2021 and held it in 14 quarters. The position peaked at $475K in Q3 2024. 349 funds tracked by Wall St. Rank hold KRG as of Q2 2025.

  • IHT Wealth Management reported no remaining Kite Realty position as of Q2 2025 after selling out during the quarter.
  • IHT Wealth Management sold 17,805 Kite Realty shares in Q2 2025, an estimated $398K.
  • IHT Wealth Management first reported a position in Kite Realty in Q4 2021 and held it in 14 quarters.
  • IHT Wealth Management's Kite Realty position peaked at $475K in Q3 2024.
  • 349 funds tracked by Wall St. Rank held Kite Realty as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.