IWC
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Integrated Wealth Concepts’s Kite Realty KRG Stock Holding History

Integrated Wealth Concepts’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 		$97.7K Buy
+3,443
New +$92.5K ﹤0.01% 2835

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's KRG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Kite Realty (KRG) in Q2 2026: 3,443 shares worth $97.7K. The stake represents ﹤0.01% of the portfolio and ranks #2835 among its holdings.

402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Integrated Wealth Concepts held 3,443 shares of Kite Realty worth $97.7K as of Q2 2026.
  • Kite Realty was a new Integrated Wealth Concepts position in Q2 2026.
  • Kite Realty made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2835 holding.
  • 402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.