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Marshall & Sterling Wealth Advisors’s Kite Realty KRG Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-304
Closed -$6.78K – 501
2025
Q3 		$6.78K Buy
+304
New +$6.78K ﹤0.01% 440

Other funds holding KRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Centersquare Investment Management
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
Nomura Asset Management International
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's KRG Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Kite Realty (KRG) in Q4 2025, closing a stake of 304 shares — an estimated $6.78K sold.

Marshall & Sterling Wealth Advisors first reported a position in KRG in Q3 2025 and held it in 1 quarter. The position peaked at $6.78K in Q3 2025. 363 funds tracked by Wall St. Rank hold KRG as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Kite Realty position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 304 Kite Realty shares in Q4 2025, an estimated $6.78K.
  • Marshall & Sterling Wealth Advisors first reported a position in Kite Realty in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Kite Realty position peaked at $6.78K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held Kite Realty as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.