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Legacy Wealth Asset Management’s Kite Realty KRG Stock Holding History

Legacy Wealth Asset 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
Q2 		$605K Sell
21,303
-1,304
-6% -$35K 0.13% 232
2026
Q1 		$555K Sell
22,607
-1,581
-7% -$38.9K 0.14% 241
2025
Q4 		$580K Buy
24,188
+419
+2% +$9.51K 0.14% 231
2025
Q3 		$530K Sell
23,769
-220
-0.9% -$4.91K 0.13% 243
2025
Q2 		$543K Buy
23,989
+368
+2% +$8.1K 0.14% 233
2025
Q1 		$528K Buy
23,621
+75
+0.3% +$1.72K 0.15% 229
2024
Q4 		$594K Sell
23,546
-142
-0.6% -$3.73K 0.16% 203
2024
Q3 		$629K Buy
23,688
+671
+3% +$16.7K 0.17% 198
2024
Q2 		$515K Buy
23,017
+1,206
+6% +$25.7K 0.15% 223
2024
Q1 		$473K Buy
21,811
+333
+2% +$7.16K 0.13% 240
2023
Q4 		$491K Buy
21,478
+138
+0.6% +$2.95K 0.16% 228
2023
Q3 		$457K Buy
21,340
+264
+1% +$5.98K 0.17% 219
2023
Q2 		$471K Buy
21,076
+381
+2% +$7.85K 0.16% 213
2023
Q1 		$433K Buy
20,695
+163
+0.8% +$3.43K 0.16% 231
2022
Q4 		$432K Buy
20,532
+1,656
+9% +$33.8K 0.16% 221
2022
Q3 		$325K Buy
18,876
+306
+2% +$5.86K 0.14% 250
2022
Q2 		$321K Buy
18,570
+593
+3% +$12.3K 0.13% 223
2022
Q1 		$409K Buy
17,977
+894
+5% +$19.5K 0.15% 215
2021
Q4 		$372K Buy
17,083
+6,159
+56% +$132K 0.13% 235
2021
Q3 		$222K Buy
+10,924
New +$222K 0.1% 274

Other funds holding KRG

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return