Jones Financial Companies
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Jones Financial Companies’s Kite Realty KRG Stock Holding History

Jones Financial Companies’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
Q1 		$85.1K Buy
3,522
+1,729
+96% +$42.6K ﹤0.01% 2733
2025
Q4 		$43K Hold
1,793
– – ﹤0.01% 2598
2025
Q3 		$39.7K Buy
1,793
+75
+4% +$1.67K ﹤0.01% 2473
2025
Q2 		$38.9K Buy
1,718
+346
+25% +$7.62K ﹤0.01% 2323
2025
Q1 		$30.6K Buy
1,372
+59
+4% +$1.35K ﹤0.01% 2262
2024
Q4 		$33.1K Hold
1,313
– – ﹤0.01% 2054
2024
Q3 		$34.5K Hold
1,313
– – ﹤0.01% 1770
2024
Q2 		$29.4K Buy
+1,313
New +$28K ﹤0.01% 1424

Other funds holding KRG

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jones Financial Companies's KRG Position: Q1 2026 in Review

Jones Financial Companies increased its Kite Realty (KRG) stake by 96% in Q1 2026, buying an estimated $42.6K and bringing the position to 3,522 shares worth $85.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

Jones Financial Companies first reported a position in KRG in Q2 2024 and has held it in 8 quarters since. 373 funds tracked by Wall St. Rank hold KRG as of Q1 2026.

  • Jones Financial Companies held 3,522 shares of Kite Realty worth $85.1K as of Q1 2026.
  • Jones Financial Companies bought 1,729 Kite Realty shares in Q1 2026, an estimated $42.6K.
  • Kite Realty made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2733 holding.
  • Jones Financial Companies first reported a position in Kite Realty in Q2 2024 and has held it in 8 quarters since.
  • 373 funds tracked by Wall St. Rank held Kite Realty as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.