Key Financial Inc’s Kite Realty KRG Stock Holding History

Key Financial Inc’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	$5.73K	Hold	202	–	–	﹤0.01%	990
2026 Q1	$4.96K	Hold	202	–	–	﹤0.01%	1037
2025 Q4	$4.84K	Hold	202	–	–	﹤0.01%	1039
2025 Q3	$4.48K	Hold	202	–	–	﹤0.01%	1063
2025 Q2	$4.58K	Hold	202	–	–	﹤0.01%	1049
2025 Q1	$4.52K	Hold	202	–	–	﹤0.01%	1015
2024 Q4	$5.1K	Hold	202	–	–	﹤0.01%	987
2024 Q3	$5.37K	Hold	202	–	–	﹤0.01%	959
2024 Q2	$4.52K	Hold	202	–	–	﹤0.01%	979
2024 Q1	$4.38K	Hold	202	–	–	﹤0.01%	973
2023 Q4	$4.62K	Hold	202	–	–	﹤0.01%	956
2023 Q3	$4.33K	Hold	202	–	–	﹤0.01%	957
2023 Q2	$4.51K	Buy	+202	New	+$4.16K	﹤0.01%	966
2023 Q1	–	Sell	-437	Closed	-$7.53K	–	1193
2022 Q4	$7.53K	Hold	437	–	–	﹤0.01%	697
2022 Q3	$8K	Hold	437	–	–	﹤0.01%	682
2022 Q2	$8K	Hold	437	–	–	﹤0.01%	684
2022 Q1	$10K	Buy	+437	New	+$9.52K	0.01%	640

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

Key Financial Inc's KRG Position: Q2 2026 in Review

Key Financial Inc held its Kite Realty (KRG) position steady in Q2 2026 at 202 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Key Financial Inc first reported a position in KRG in Q1 2022 and has held it in 17 quarters since. The position peaked at $10K in Q1 2022. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

Key Financial Inc held 202 shares of Kite Realty worth $5.73K as of Q2 2026.
Key Financial Inc left its Kite Realty share count unchanged in Q2 2026.
Kite Realty made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #990 holding.
Key Financial Inc first reported a position in Kite Realty in Q1 2022 and has held it in 17 quarters since.
Key Financial Inc's Kite Realty position peaked at $10K in Q1 2022.
402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.