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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Fuller & Thaler Asset Management

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

JP Morgan Chase

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

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management

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