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NewEdge Wealth’s Kite Realty KRG Stock Holding History

NewEdge 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
2026
Q2 		$368K Buy
12,962
+1,936
+18% +$52K ﹤0.01% 965
2026
Q1 		$271K Sell
11,026
-5,641
-34% -$139K ﹤0.01% 993
2025
Q4 		$400K Sell
16,667
-1,391
-8% -$31.6K ﹤0.01% 921
2025
Q3 		$398K Buy
18,058
+467
+3% +$10.4K 0.01% 809
2025
Q2 		$377K Sell
17,591
-2,626
-13% -$57.8K 0.01% 772
2025
Q1 		$452K Sell
20,217
-4,819
-19% -$110K 0.01% 679
2024
Q4 		$632K Sell
25,036
-557
-2% -$14.7K 0.01% 588
2024
Q3 		$680K Buy
25,593
+80
+0.3% +$1.99K 0.01% 548
2024
Q2 		$571K Sell
25,513
-359
-1% -$7.65K 0.01% 514
2024
Q1 		$553K Sell
25,872
-3,787
-13% -$81.5K 0.01% 540
2023
Q4 		$678K Sell
29,659
-1,963
-6% -$41.9K 0.02% 457
2023
Q3 		$677K Sell
31,622
-1,048
-3% -$23.7K 0.02% 419
2023
Q2 		$730K Sell
32,670
-1,187
-4% -$24.5K 0.02% 403
2023
Q1 		$708K Buy
33,857
+438
+1% +$9.22K 0.03% 363
2022
Q4 		$703K Buy
33,419
+9,335
+39% +$190K 0.03% 327
2022
Q3 		$415K Buy
24,084
+4,990
+26% +$95.6K 0.02% 375
2022
Q2 		$330K Buy
+19,094
New +$394K 0.02% 451

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

NewEdge Wealth's KRG Position: Q2 2026 in Review

NewEdge Wealth increased its Kite Realty (KRG) stake by 18% in Q2 2026, buying an estimated $52K and bringing the position to 12,962 shares worth $368K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

NewEdge Wealth first reported a position in KRG in Q2 2022 and has held it in 17 quarters since. The position peaked at $730K in Q2 2023. 403 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • NewEdge Wealth held 12,962 shares of Kite Realty worth $368K as of Q2 2026.
  • NewEdge Wealth bought 1,936 Kite Realty shares in Q2 2026, an estimated $52K.
  • Kite Realty made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #965 holding.
  • NewEdge Wealth first reported a position in Kite Realty in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's Kite Realty position peaked at $730K in Q2 2023.
  • 403 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.