MWM
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Modern Wealth Management’s Kite Realty KRG Stock Holding History

Modern Wealth 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
Q2 		$305K Buy
10,737
+123
+1% +$3.31K ﹤0.01% 884
2026
Q1 		$259K Buy
10,614
+206
+2% +$5.08K ﹤0.01% 764
2025
Q4 		$249K Buy
10,408
+13
+0.1% +$295 ﹤0.01% 741
2025
Q3 		$232K Buy
10,395
+153
+1% +$3.41K ﹤0.01% 729
2025
Q2 		$232K Buy
10,242
+17
+0.2% +$374 0.01% 693
2025
Q1 		$229K Buy
10,225
+10
+0.1% +$229 0.01% 610
2024
Q4 		$258K Buy
+10,215
New +$269K 0.01% 493

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

Modern Wealth Management's KRG Position: Q2 2026 in Review

Modern Wealth Management increased its Kite Realty (KRG) stake by 1.2% in Q2 2026, buying an estimated $3.31K and bringing the position to 10,737 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Modern Wealth Management first reported a position in KRG in Q4 2024 and has held it in 7 quarters since. 403 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Modern Wealth Management held 10,737 shares of Kite Realty worth $305K as of Q2 2026.
  • Modern Wealth Management bought 123 Kite Realty shares in Q2 2026, an estimated $3.31K.
  • Kite Realty made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #884 holding.
  • Modern Wealth Management first reported a position in Kite Realty in Q4 2024 and has held it in 7 quarters since.
  • 403 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.