LDR Capital Management’s Kite Realty KRG Stock Holding History

LDR Capital Management’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	$204K	Buy	+8,293	New	+$204K	0.27%	43
2025 Q4	–	Sell	-23,047	Closed	-$514K	–	48
2025 Q3	$514K	Sell	23,047 -87,363	-79%	-$1.95M	0.75%	29
2025 Q2	$2.5M	Hold	110,410	–	–	3.24%	13
2025 Q1	$2.47M	Sell	110,410 -6,874	-6%	-$157K	2.98%	18
2024 Q4	$2.96M	Sell	117,284 -13,924	-11%	-$366K	4.01%	6
2024 Q3	$3.48M	Sell	131,208 -38,809	-23%	-$963K	3.88%	6
2024 Q2	$3.8M	Buy	170,017 +32,912	+24%	+$701K	3.46%	9
2024 Q1	$2.97M	Buy	137,105 +54,035	+65%	+$1.16M	2%	15
2023 Q4	$1.9M	Hold	83,070	–	–	1.06%	26
2023 Q3	$1.78M	Sell	83,070 -4,001	-5%	-$90.6K	1.08%	20
2023 Q2	$1.95M	Buy	87,071 +15,092	+21%	+$311K	1.21%	20
2023 Q1	$1.51M	Hold	71,979	–	–	0.99%	24
2022 Q4	$1.52M	Buy	71,979 +1,680	+2%	+$34.2K	0.83%	27
2022 Q3	$1.21M	Buy	70,299 +46,965	+201%	+$900K	0.61%	35
2022 Q2	$403K	Buy	23,334 +1,534	+7%	+$31.7K	0.17%	57
2022 Q1	$497K	Buy	+21,800	New	+$475K	0.16%	63

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