Kestra Advisory Services’s Kite Realty KRG Stock Holding History

Kestra Advisory Services’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	$690K	Sell	28,114 -6,010	-18%	-$148K	﹤0.01%	1988
2025 Q4	$818K	Sell	34,124 -2,847	-8%	-$64.6K	﹤0.01%	1800
2025 Q3	$824K	Sell	36,971 -3,338	-8%	-$74.5K	﹤0.01%	1717
2025 Q2	$913K	Sell	40,309 -9,052	-18%	-$199K	﹤0.01%	1536
2025 Q1	$1.1M	Buy	49,361 +10	+0%	+$229	0.01%	1339
2024 Q4	$1.25M	Buy	49,351 +18,338	+59%	+$482K	0.01%	1265
2024 Q3	$824K	Sell	31,013 -21,895	-41%	-$543K	﹤0.01%	1440
2024 Q2	$1.18M	Sell	52,908 -903	-2%	-$19.2K	0.01%	1220
2024 Q1	$1.17M	Buy	+53,811	New	+$1.16M	0.01%	1151

Other funds holding KRG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $1.47T AUM 27.86% 1-Year Est. Return

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