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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
Q3 		$518K Sell
21,238
-65
-0.3% -$1.75K 0.11% 255
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Legacy Wealth Asset Management's KRG Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Kite Realty (KRG) stake by 0.31% in Q3 2026, selling an estimated $1.75K and leaving 21,238 shares worth $518K. The position accounts for 0.11% of the portfolio, ranked #255.

Legacy Wealth Asset Management first reported a position in KRG in Q3 2021 and has held it in 21 quarters since. The position peaked at $629K in Q3 2024. 16 funds tracked by Wall St. Rank hold KRG as of Q3 2026.

  • Legacy Wealth Asset Management held 21,238 shares of Kite Realty worth $518K as of Q3 2026.
  • Legacy Wealth Asset Management sold 65 Kite Realty shares in Q3 2026, an estimated $1.75K.
  • Kite Realty made up 0.11% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #255 holding.
  • Legacy Wealth Asset Management first reported a position in Kite Realty in Q3 2021 and has held it in 21 quarters since.
  • Legacy Wealth Asset Management's Kite Realty position peaked at $629K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held Kite Realty as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.