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Larson Financial Group’s Kite Realty KRG Stock Holding History

Larson Financial Group’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 		$77.3K Hold
2,724
– – ﹤0.01% 1319
2026
Q1 		$66.9K Hold
2,724
– – ﹤0.01% 1192
2025
Q4 		$65.3K Hold
2,724
– – ﹤0.01% 1109
2025
Q3 		$60.7K Buy
2,724
+73
+3% +$1.63K ﹤0.01% 1084
2025
Q2 		$60K Buy
+2,651
New +$58.4K ﹤0.01% 1009
2024
Q3 		– Sell
-455
Closed -$10.2K – 2734
2024
Q2 		$10.2K Buy
+455
New +$9.69K ﹤0.01% 1261
2024
Q1 		– Sell
-346
Closed -$7.91K – 1857
2023
Q4 		$7.91K Buy
+346
New +$7.39K ﹤0.01% 1074

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

Larson Financial Group's KRG Position: Q2 2026 in Review

Larson Financial Group held its Kite Realty (KRG) position steady in Q2 2026 at 2,724 shares worth $77.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Larson Financial Group first reported a position in KRG in Q4 2023 and has held it in 7 quarters since. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Larson Financial Group held 2,724 shares of Kite Realty worth $77.3K as of Q2 2026.
  • Larson Financial Group left its Kite Realty share count unchanged in Q2 2026.
  • Kite Realty made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1319 holding.
  • Larson Financial Group first reported a position in Kite Realty in Q4 2023 and has held it in 7 quarters since.
  • 402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.