Marcum Wealth’s Kite Realty KRG Stock Holding History

Marcum Wealth’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
2025 Q1	$901K	Sell	40,290 -593	-1%	-$13.6K	0.08%	122
2024 Q4	$1.03M	Buy	40,883 +28	+0.1%	+$737	0.09%	110
2024 Q3	$1.09M	Buy	40,855 +571	+1%	+$14.2K	0.1%	99
2024 Q2	$902K	Hold	40,284	–	–	0.09%	114
2024 Q1	$873K	Hold	40,284	–	–	0.09%	120
2023 Q4	$921K	Hold	40,284	–	–	0.1%	103
2023 Q3	$863K	Hold	40,284	–	–	0.1%	100
2023 Q2	$900K	Hold	40,284	–	–	0.11%	106
2023 Q1	$843K	Hold	40,284	–	–	0.11%	113
2022 Q4	$848K	Hold	40,284	–	–	0.11%	106
2022 Q3	$694K	Hold	40,284	–	–	0.11%	125
2022 Q2	$697K	Hold	40,284	–	–	0.1%	120
2022 Q1	$917K	Hold	40,284	–	–	0.13%	104
2021 Q4	$877K	Buy	+40,284	New	+$862K	0.12%	114

Other funds holding KRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marcum Wealth's KRG Position: Q1 2025 in Review

Marcum Wealth reduced its Kite Realty (KRG) stake by 1.5% in Q1 2025, selling an estimated $13.6K and leaving 40,290 shares worth $901K. The position accounts for 0.08% of the portfolio, ranked #122.

Marcum Wealth first reported a position in KRG in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.09M in Q3 2024. 359 funds tracked by Wall St. Rank hold KRG as of Q1 2025.

Marcum Wealth held 40,290 shares of Kite Realty worth $901K as of Q1 2025.
Marcum Wealth sold 593 Kite Realty shares in Q1 2025, an estimated $13.6K.
Kite Realty made up 0.08% of Marcum Wealth's portfolio in Q1 2025, its #122 holding.
Marcum Wealth first reported a position in Kite Realty in Q4 2021 and has held it in 14 quarters since.
Marcum Wealth's Kite Realty position peaked at $1.09M in Q3 2024.
359 funds tracked by Wall St. Rank held Kite Realty as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.