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LRI Investments’s Kite Realty KRG Stock Holding History

LRI Investments’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 		$30.8K Sell
1,086
-153
-12% -$4.11K ﹤0.01% 653
2026
Q1 		$30.4K Buy
1,239
+57
+5% +$1.4K ﹤0.01% 601
2025
Q4 		$28.3K Hold
1,182
– – ﹤0.01% 640
2025
Q3 		$26.4K Hold
1,182
– – ﹤0.01% 664
2025
Q2 		$26.8K Buy
1,182
+255
+28% +$5.62K ﹤0.01% 651
2025
Q1 		$20.7K Buy
927
+30
+3% +$686 ﹤0.01% 669
2024
Q4 		$22.6K Hold
897
– – ﹤0.01% 642
2024
Q3 		$24.1K Hold
897
– – ﹤0.01% 622
2024
Q2 		$20.1K Buy
+897
New +$19.1K ﹤0.01% 604

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

LRI Investments's KRG Position: Q2 2026 in Review

LRI Investments reduced its Kite Realty (KRG) stake by 12% in Q2 2026, selling an estimated $4.11K and leaving 1,086 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

LRI Investments first reported a position in KRG in Q2 2024 and has held it in 9 quarters since. 402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • LRI Investments held 1,086 shares of Kite Realty worth $30.8K as of Q2 2026.
  • LRI Investments sold 153 Kite Realty shares in Q2 2026, an estimated $4.11K.
  • Kite Realty made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #653 holding.
  • LRI Investments first reported a position in Kite Realty in Q2 2024 and has held it in 9 quarters since.
  • 402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.