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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

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VAM
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PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 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